CT Managed Equity Fund Institutional Gross GBP Accumulation

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.5403

arrow-down£-0.026 (-0.74%)

Fund Code

THMEF

BMGRW46

GB00BMGRW469

Prices updated as at 22 Apr 2026

Prices in GBP

Investment objective

The Fund aims to achieve long term capital growth. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 80% of its assets in other funds. The Fund usually invests in other Columbia Threadneedle funds, however, funds managed by companies outside the Columbia Threadneedle group may also be held, when this is considered appropriate. These funds may invest worldwide. The Fund focuses on investment in funds providing exposure to equities (company shares), with only limited exposure taken to bonds (including corporate and government bonds).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Mar 15 - 31 Mar 16	-1.10	-3.53
31 Mar 16 - 31 Mar 17	19.22	18.97
31 Mar 17 - 31 Mar 18	3.21	2.25
31 Mar 18 - 31 Mar 19	3.84	4.55
31 Mar 19 - 31 Mar 20	-3.60	-9.43
31 Mar 20 - 31 Mar 21	32.24	32.92
31 Mar 21 - 31 Mar 22	5.11	6.16
31 Mar 22 - 31 Mar 23	-4.15	-4.01
31 Mar 23 - 31 Mar 24	13.82	12.64
31 Mar 24 - 31 Mar 25	0.37	2.51
31 Mar 25 - 31 Mar 26	11.98	11.24

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	-0.74	-0.28
1 Month	5.95	5.62
3 Months	2.06	2.63
6 Months	5.71	6.41
1 Year	27.48	26.78
3 Years annualised	10.76	11.19
5 Years annualised	6.04	6.64

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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