CT Dynamic Real Return Fund

Select share classes

CT Dynamic Real Return Fund Institutional Accumulation GBP

Category GBP Flexible Allocation


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

156.47p

arrow-down-0.04p (-0.03%)

Fund Code

THDRR

B92GCX5

GB00B92GCX53

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to achieve a higher rate of return from capital appreciation and income than the rate of inflation in the UK (CPI), over a period of 3 to 5 years. Currently, the Fund looks to achieve an average annual return of CPI +4% when measured over this same time period, before charges are deducted. The Fund also seeks to deliver a positive return over any 3-year period (net of charges), regardless of market conditions. The Fund actively manages an exposure to bonds, equities, money market instruments, cash, currencies, commodities, property and other alternative asset classes on a global basis. The exposure to these asset classes varies over time, as deemed necessary to achieve the investment objective, which may result in the Fund having little or no exposure to certain asset classes. The Fund obtains exposure to different asset classes by investing in other collective investment schemes (including funds managed by Columbia Threadneedle companies) or by using derivatives.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerChristopher Mahon
156.67
138.8
Fund comparative indexUK CPI
Targeted Absolute Return
-
0.74
0.18
0.00
GBP Flexible Allocation
No
Fund providerThreadneedle Investment Services Ltd
Share class launch date18 Jun 2013
£1.13b
-
1.61
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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