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Flexible Investment
CT Managed Growth Fund
Managed by Columbia Threadneedle Fund Management LimitedPart of Columbia Threadneedle (UK) ICVC IX
Latest factsheet
Jul 2026
Fund size
£78.2m
Yearly charge
2.06%
Manager fee
–
Income yield
0.50%
Holdings
–
Launched
9 Feb 1988
The objective is to provide capital growth over the medium to long term (3 to 5 years). The Fund seeks to achieve this by investing at least 80% in other collective investment schemes and exchange traded funds to gain exposure to a mixture of shares and fixed interest securities. The portfolio will usually consist of shares in other Columbia Threadneedle Investments collective investment schemes. Similar schemes of other managers may be included from time to time as appropriate.
Paul Niven (Fund Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1Y | +12.50% | +15.40% | +15.40% | – |
| 3Y | +11.40% | +11.60% | +11.60% | – |
| 5Y | +7.00% | +5.80% | +5.80% | – |
| 10Y | +6.60% | +6.80% | +6.80% | – |
Calendar-year performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| +15.90% | +11.50% | -7.50% | +11.70% | +3.20% | +10.20% | -7.40% | +10.00% | +11.10% | +11.90% |
Top holdings · top 9: 87.80%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | CT North American Equity | 18.60% | |
| 2 | CT Total Return Bond Fund | 17.00% | |
| 3 | CT Select European Equity | 10.80% | |
| 4 | CT FTSE All Share Tracker | 10.50% | |
| 5 | Emerging Markets Equity ETF | 9.40% | |
| 6 | Japan Equity ETF | 6.90% | |
| 7 | CT UK Equity Income Fund | 5.30% | |
| 8 | CT European Equity ETF | 5.10% | |
| 9 | Pacific ex Japan Equity ETF | 4.20% |
Portfolio breakdown
Sector
| North American Equity | 30.30% | |
| International Fixed Income | 17.00% | |
| Europe ex UK Equity | 15.90% | |
| UK Equity | 15.80% | |
| Emerging Markets Equity | 9.40% | |
| Japan Equity | 6.90% | |
| Pacific ex Japan Equity | 4.20% | |
| Cash | 0.50% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| 1 Acc | GB0033141846 | 3314184 | acc | No | – | 1.80% | £1k |
| 1 Inc | GB0033141739 | 3314173 | inc | No | – | 2.06% | £1k |
| 3 Acc | GB00B85H6036 | B85H603 | acc | No | – | 0.46% | £50.0m |
| C Acc | GB00BYZ62Y83 | BYZ62Y8 | acc | No | – | 1.00% | £500k |
| C Inc | GB00BYZ62W69 | BYZ62W6 | inc | No | – | 1.44% | £500k |
| L Acc | GB00BMY8F530 | BMY8F53 | acc | No | – | 1.16% | £1k |
| L Inc | GB00BMY8F647 | BMY8F64 | inc | No | – | 1.44% | £1k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |