CT Responsible UK Equity Fund 4 IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -4.3 | 22.7 | -12.9 | 9.4 | 2.5 | |
+/-Cat | 0.7 | 6.3 | -1.2 | 1.4 | -0.5 | |
+/-B’mrk | - | - | - | 1.8 | -1.0 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 30/04/2024 | GBX 1311.00 | |
Day Change | 0.31% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0031873754 | |
Fund Size (Mil) 29/04/2024 | GBP 502.84 | |
Share Class Size (Mil) 29/04/2024 | GBP 19.19 | |
Max Initial Charge | - | |
Ongoing Charge 19/03/2024 | 0.09% |
Investment Objective: CT Responsible UK Equity Fund 4 Inc |
The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund invests only in assets which meet the Fund’s predefined responsible investment criteria. The Fund is actively managed and invests at least 80% in shares of UK companies. These are companies in any economic sector and of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Catherine Stanley 01/06/2009 | ||
Inception Date 26/09/2003 |
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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 Responsible UK Equity Fund 4 Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 6.80 |
Unilever PLC | Consumer Defensive | 4.23 |
Experian PLC | Industrials | 3.18 |
GSK PLC | Healthcare | 3.00 |
Ferguson PLC | Industrials | 2.99 |
Increase Decrease New since last portfolio | ||
CT Responsible UK Equity Fund 4 Inc |