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CT Unive...

Price: 78.9900GBX

Change: 0.20%

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CT Universal MAP Balanced C Acc

CT Universal MAP Balanced C Acc

ISIN:

GB00BF99W060

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Volatility Managed

Income type:

Accumulation

Price:

78.9900GBX

17 June 2025

Last change:

0.20%

1 year change:

8.86%

5 year annualised return:

6.79%

12 month yield:

2.30%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • CT Universal MAP Balanced C Acc
  • IA Volatility Managed
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
CT Universal MAP Balanced C Acc 24.62% 5.34% -3.31% 11.93% 5.82%
IA Volatility Managed 21.76% 4.04% -4.60% 9.63% 3.46%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
CT Universal MAP Balanced C Acc 3.12% 1.50% 8.86% 9.09% 6.79%
IA Volatility Managed 2.09% 0.99% 5.31% 6.49% 4.91%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The Fund seeks to provide long term growth (combining capital and income) consistent with a balanced volatility level over the long term.

Manager name:

Columbia Threadneedle Investments

Manager start date:

10 November 2017

Investment style:

Balanced

Region (geographical):

Global

Manager Biography:

Paul Niven is Head of Asset Allocation, EMEA at Columbia Threadneedle Investments. He joined the company in 2021 following the acquisition of BMO’s EMEA asset management business. Paul is responsible for strategic and tactical input to the company’s asset allocation process, as well as managing a range of institutional mandates and the F&C Investment Trust. Previously, Paul was Managing Director, Multi-Asset Solutions, of BMO Global Asset Management with responsibility for strategic and tactical portfolio construction across a range of multi-asset portfolios, as well as manager selection for several institutional mandates. During his 25 years with BMO GAM and predecessor firms, he held a range of senior asset allocation and strategy roles including Chair of the Global Asset Allocation Committee. He has worked in the financial services industry since 1996. Paul has a BA (Hons) in Accounting and Economics and MPhil in Finance from the University of Strathclyde and is a member of the UK CFA Institute.

Benchmark:

N/A

Sector:

IA Volatility Managed

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.29%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 1,657,375,927.13 GBX

Chart date: June 17, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Ct responsible gbp corporate bond fund 2.00%
Apple inc. 1.90%
Nvidia corp 1.80%
Ishares global high yield etf 1.30%
Microsoft corporation 1.10%
Msci emerging markets index 1.00%
Us 5y treasury future 1.00%
Shell plc 0.90%
Astrazeneca plc 0.80%
Berkshire hathaway inc. 0.80%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
North America Equity 33.00%
Global Corporate Bonds 17.90%
UK Equity 14.00%
UK Gilts 8.70%
Europe ex UK Equity 6.60%
Emerging Markets Equity 4.60%
High Yield 4.30%
Cash 3.80%
Japan Equity 2.40%
UK Index Linked 2.30%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.