CT Sustainable Opportunities Global Equity Fund 1 AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.8 | 15.5 | -15.1 | 7.9 | 12.0 | |
+/-Cat | -2.9 | 0.9 | 3.0 | -8.1 | 2.7 | |
+/-B’mrk | - | -2.6 | 3.9 | -14.4 | 2.0 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 23/04/2024 | GBX 350.00 | |
Day Change | 0.66% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0008464207 | |
Fund Size (Mil) 23/04/2024 | GBP 86.39 | |
Share Class Size (Mil) 23/04/2024 | GBP 4.07 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 19/03/2024 | 1.71% |
Investment Objective: CT Sustainable Opportunities Global Equity Fund 1 Acc |
The Fund aims to achieve capital growth over the long term (at least 5 years). The Fund invests at least 90% in shares of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in companies of any market capitalisation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nick Henderson 01/01/2016 | ||
Inception Date 09/09/1987 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World GR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT Sustainable Opportunities Global Equity Fund 1 Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.93 |
NVIDIA Corp | Technology | 5.42 |
Linde PLC | Basic Materials | 4.21 |
Mastercard Inc Class A | Financial Services | 4.16 |
Xylem Inc | Industrials | 3.30 |
Increase Decrease New since last portfolio | ||
CT Sustainable Opportunities Global Equity Fund 1 Acc |