CT Managed Equity Income Fund Institutional Gross GBP Income
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.9334
£0.001 (+0.13%)
Fund Code
THMQI
BMGRW80
GB00BMGRW808
Prices updated as at 19 Dec 2025
Prices in GBP
Investment objective
The Fund aims to provide income with the prospect of some capital growth over the long term. It looks to achieve an income yield higher than a composite index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 70% 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), but also has some exposure to bonds (which may include both 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Threadneedle Investment Services Ltd
Fund launch date
09 Apr 2021
Domicile
United Kingdom
UCITS
Yes
Lead manager
Ben Rodriguez
Lead manager start date
01 Feb 2025
Lead fund manager biography
Ben Rodriguez is a portfolio manager within the Multi Asset team at Columbia Threadneedle Investments. In this role he is responsible for managing the Threadneedle Global Multi Asset Income Fund and Threadneedle (Lux) Global Multi Asset Income. Previously Ben was an investment analyst in the Multi-Asset team and joined the firm as a graduate in 2015. Ben has a Master’s degree in Aeronautical Engineering from Loughborough University and holds the Chartered Financial Analyst designation.
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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