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Mixed Investment 40-85% Shares
CT Sustainable Universal Map Balanced Fund
Managed by Columbia Threadneedle Fund Management LimitedPart of Columbia Threadneedle (UK) ICVC III
Latest factsheet
Jul 2026
Fund size
£143.9m
Yearly charge
0.35%
Manager fee
–
Income yield
2.10%
Holdings
–
Launched
9 Dec 2019
Financial Objective: To provide growth combining capital and income over the long term (at least 5 years) consistent with a balanced risk profile over the same time period. Sustainability Objective: To address the sustainability challenges facing people and the environment by investing in issuers that provide solutions aligned with the Fund’s 7 “Sustainability Themes”: Energy transition, Resource efficiency, Sustainable infrastructure, Sustainable finance, Societal development, Health and wellbeing, Technological innovation & inclusion.
Eloise Robinson (Fund Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1Y | +7.80% | +13.60% | – | – |
| 3Y | +8.00% | +11.00% | – | – |
| 5Y | +2.00% | +6.10% | – | – |
| Since launch | +4.90% | +6.80% | – | – |
Calendar-year performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| +14.80% | +9.70% | -15.70% | +6.00% | +7.40% | +6.60% |
Top holdings · top 10: 16.40%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | Microsoft Corp | 2.30% | |
| 2 | Taiwan Semiconductor | 2.00% | |
| 3 | Nvidia Corp | 1.80% | |
| 4 | HSBC Holdings plc | 1.80% | |
| 5 | UK Gilt 0.875% July 2033 | 1.70% | |
| 6 | GSK plc | 1.60% | |
| 7 | Linde plc | 1.30% | |
| 8 | AIA Group | 1.30% | |
| 9 | Broadcom Inc | 1.30% | |
| 10 | Astrazeneca plc | 1.30% |
Portfolio breakdown
Geography
| North America Equity | 26.40% | |
| Global Corporate Bonds | 24.20% | |
| UK Equity | 19.10% | |
| Europe ex UK Equity | 8.10% | |
| Emerging Markets Equity | 5.30% | |
| UK Gilts | 4.80% | |
| Global ex UK Govt Bonds | 3.10% | |
| Cash | 3.00% | |
| UK Index Linked | 2.20% | |
| Pacific ex Japan Equity | 2.20% | |
| Japan Equity | 1.60% | |
| High Yield | 0.10% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| 3 Acc | GB00BKV44753 | BKV4475 | acc | No | – | 0.35% | £5.0m |
| C Acc | GB00BKV44860 | BKV4486 | acc | No | – | 0.39% | £250k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |