CT UK Sustainable Equity Institutional Gross Accumulation GBP X ARegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 2.6 | 3.4 | |
+/-Cat | - | - | - | -5.3 | -0.9 | |
+/-B’mrk | - | - | - | -5.0 | -2.8 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 17/05/2024 | GBP 1.09 | |
Day Change | -0.20% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BMCN4Q49 | |
Fund Size (Mil) 30/04/2024 | GBP 131.37 | |
Share Class Size (Mil) 15/05/2024 | GBP 109.67 | |
Max Initial Charge | - | |
Ongoing Charge 26/01/2024 | 0.70% |
Investment Objective: CT UK Sustainable Equity Institutional Gross Accumulation GBP X A |
The Fund aims to achieve a return over the long term (5 years or more) consisting of capital growth and some income, achieved through investment in companies that are positively exposed to sustainable themes through their products and services, as well as those with strong or improving environmental, social and governance (ESG) characteristics. The Fund is actively managed, and invests at least 75% of its assets in shares of companies domiciled in the UK, or which have significant UK business operations. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sonal Sagar 01/11/2018 | ||
Inception Date 25/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT UK Sustainable Equity Institutional Gross Accumulation GBP X A | 30/04/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 9.58 |
Unilever PLC | Consumer Defensive | 6.28 |
GSK PLC | Healthcare | 4.99 |
RELX PLC | Industrials | 4.64 |
Compass Group PLC | Consumer Cyclical | 3.76 |
Increase Decrease New since last portfolio | ||
CT UK Sustainable Equity Institutional Gross Accumulation GBP X A |