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Mixed Investment 40-85% Shares
CT Sustainable Universal Map Adventurous Fund
Managed by Columbia Threadneedle Fund Management LimitedPart of Columbia Threadneedle (UK) ICVC III
Latest factsheet
Jul 2026
Fund size
£24.3m
Yearly charge
0.35%
Manager fee
–
Income yield
1.70%
Holdings
–
Launched
16 Mar 2021
Financial Objective: To provide growth combining capital and income over the long term (at least 5 years) consistent with an adventurous 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 | +11.10% | +13.60% | – | – |
| 3Y | +10.90% | +11.00% | – | – |
| 5Y | +4.40% | +6.10% | – | – |
| Since launch | +6.00% | +6.70% | – | – |
Calendar-year performance
| 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|
| -15.30% | +6.60% | +11.70% | +8.00% |
Top holdings · top 10: 24.30%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | Microsoft Corp | 3.50% | |
| 2 | Taiwan Semiconductor | 3.00% | |
| 3 | HSBC Holdings plc | 2.70% | |
| 4 | Nvidia Corp | 2.70% | |
| 5 | GSK plc | 2.50% | |
| 6 | Linde plc | 2.00% | |
| 7 | Astrazeneca plc | 2.00% | |
| 8 | Broadcom Inc | 2.00% | |
| 9 | AIA Group | 1.90% | |
| 10 | Mastercard Inc | 1.90% |
Portfolio breakdown
Geography
| North America Equity | 39.90% | |
| UK Equity | 29.90% | |
| Europe ex UK Equity | 12.20% | |
| Emerging Markets Equity | 7.90% | |
| Pacific ex Japan Equity | 3.40% | |
| Global Corporate Bonds | 2.80% | |
| Japan Equity | 2.50% | |
| Cash | 1.30% | |
| UK Gilts | 0.00% | |
| UK Index Linked | – | |
| Global ex UK Govt Bonds | – | |
| High Yield | – | |
| Emerging Market Debt | – |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| 3 Acc | GB00BMW8RG00 | BMW8RG0 | acc | No | – | 0.35% | £5.0m |
| C Acc | GB00BMW8RH17 | BMW8RH1 | acc | No | – | 0.39% | £250k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |