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Mixed Investment 0-35% Shares
CT Sustainable Universal Map Defensive Fund
Managed by Columbia Threadneedle Fund Management LimitedPart of Columbia Threadneedle (UK) ICVC III
Latest factsheet
Jul 2026
Fund size
£3.6m
Yearly charge
0.39%
Manager fee
–
Income yield
2.50%
Holdings
–
Launched
16 Mar 2021
Financial Objective: To provide growth, combining capital and income over the long term (at least 5 years), consistent with a defensive 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 | +2.10% | +6.70% | – | – |
| 3Y | +4.60% | +6.80% | – | – |
| 5Y | -0.70% | +2.40% | – | – |
| Since launch | +0.10% | +2.80% | – | – |
Calendar-year performance
| 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|
| -16.90% | +6.60% | +3.20% | +4.20% |
Top holdings · top 10: 46.70%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | CT Responsible GBP Corporate Bond Fund | 18.20% | |
| 2 | CT Responsible EUR Corporate Bond Fund | 18.00% | |
| 3 | UK Gilt 0.875% July 2033 | 3.00% | |
| 4 | Nvidia Corp | 1.50% | |
| 5 | Microsoft Corp | 1.20% | |
| 6 | German Govt 2.3% 02/33 | 1.10% | |
| 7 | Mastercard Inc | 1.00% | |
| 8 | Taiwan Semiconductor | 0.90% | |
| 9 | UK Gilt 4.875% July 2036 | 0.90% | |
| 10 | HSBC Holdings plc | 0.80% |
Portfolio breakdown
Geography
| Global Corporate Bonds | 42.50% | |
| North America Equity | 12.50% | |
| Cash | 11.50% | |
| UK Equity | 8.60% | |
| UK Gilts | 7.70% | |
| Global ex UK Govt Bonds | 7.10% | |
| UK Index Linked | 3.50% | |
| Europe ex UK Equity | 3.50% | |
| Emerging Markets Equity | 2.10% | |
| Pacific ex Japan Equity | 0.60% | |
| Japan Equity | 0.40% | |
| High Yield | – | |
| Emerging Market Debt | – |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| C Acc | GB00BMW8RF92 | BMW8RF9 | acc | No | – | 0.39% | £250k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |