CT MM Navigator Growth Fund A AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.0 | 9.3 | -9.7 | 7.0 | 3.9 | |
+/-Cat | -2.9 | -4.3 | 0.1 | -2.5 | -1.6 | |
+/-B’mrk | -2.0 | -7.1 | -3.8 | -5.4 | -3.0 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 24/04/2024 | GBX 197.10 | |
Day Change | 0.36% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B23Y3H09 | |
Fund Size (Mil) 24/04/2024 | GBP 56.67 | |
Share Class Size (Mil) 24/04/2024 | GBP 16.84 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 19/03/2024 | 2.39% |
Morningstar Research |
Analyst Report | 18/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Despite the retirement of longstanding comanager Gary Potter in early 2022, CT MM Navigator Growth remains in experienced hands, with Robert Burdett and a team whose longest-serving members have worked closely together for more than two decades.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: CT MM Navigator Growth Fund A Acc |
The Fund aims to achieve capital growth over the long term (at least 5 years). The Fund invests at least 80% in a range of collective investment schemes and closed ended funds in order to gain exposure to a diversified portfolio of primarily shares. The collective investment schemes and closed ended funds in which the Fund invests may include schemes or funds managed by the ACD or an associate of the ACD. |
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Management | ||
Manager Name Start Date | ||
Not Disclosed 15/08/2019 | ||
Inception Date 01/10/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Flexible Investments | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT MM Navigator Growth Fund A Acc | 31/03/2024 |
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