CT US Equity Income Fund L Income GBP

Category US Equity Income

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

Last buy/sell price

£4.6212

arrow-up£0.026 (+0.58%)

Fund Code

THULI

BZ563T7

GB00BZ563T77

Prices updated as at 15 Apr 2026

Prices in GBP

Investment objective

The Fund aims to provide income combined with prospects for capital growth over the long term. It looks to provide an income yield higher than the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in the shares of companies domiciled in the United States of America (US), or which have significant US business operations.

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.

Company name

Threadneedle Investment Services Ltd

Fund launch date

20 May 2016

Domicile

United Kingdom

UCITS

Yes

Lead manager

Benedikt Blomberg

Lead manager start date

01 Oct 2020

Lead fund manager biography

Benedikt Blomberg is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in February 2024 and leads the London-based team that manages a significant US equities franchise for clients, as well as managing a number of US large cap equity portfolios. Benedikt joined the company in 2014 as a Portfolio Analyst in the US Equities team. Before joining the London office, Benedikt spent nine years with Columbia Management, where he worked closely with the portfolio management team as a senior research analyst covering companies in the autos and aerospace & defence sectors. Before this, he was a research analyst at Paradigm Capital, and a quantitative programmer and trader for Fort Orange Capital. Benedikt holds an MSc in Computer Management Systems from Union College New York and a BSc in Computer Science & Economics from University of Münster. He also 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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