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Global
CT Global Focus Fund
Managed by Threadneedle Investment Services Ltd.Part of Columbia Threadneedle Specialist Funds (UK) ICVC
Latest factsheet
Jul 2026
Fund size
£292.7m
Yearly charge
0.90%
Manager fee
–
Income yield
0.00%
Holdings
50
Launched
17 Apr 2018
The Fund aims to achieve investment growth over the long term (5 years, or more). It also looks to outperform the MSCI ACWI Index (“the Index”) over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% in a concentrated portfolio of shares of companies worldwide. There is no restriction on size, but investment tends to focus on larger companies.
David Dudding (Fund Manager) · Alex Lee (Fund Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1Y | +16.90% | +15.20% | +20.50% | – |
| 3Y | +17.70% | +12.70% | +17.10% | – |
| 5Y | +10.30% | +7.90% | +12.10% | – |
| Since launch | +14.70% | +10.20% | +13.00% | – |
Calendar-year performance
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| +29.60% | +22.80% | +25.30% | -17.00% | +17.80% | +24.70% | +7.60% |
Top holdings · top 10: 41.60%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | NVIDIA Corporation | 7.90% | |
| 2 | Taiwan Semiconductor Manufacturing Co., Ltd. | 5.40% | |
| 3 | Mastercard Incorporated Class A | 5.40% | |
| 4 | Alphabet Inc. Class A | 3.80% | |
| 5 | Linde plc | 3.80% | |
| 6 | Safran SA | 3.30% | |
| 7 | Visa Inc. Class A | 3.20% | |
| 8 | Applied Materials, Inc. | 3.10% | |
| 9 | ASML Holding NV | 3.00% | |
| 10 | Amazon.com, Inc. | 2.70% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| Inst. Acc | GB00BF0Q8M00 | BF0Q8M0 | acc | No | – | 0.83% | £500k |
| Q Acc | GB00BF0Q8L92 | BF0Q8L9 | acc | No | – | 0.58% | £3.0m |
| Z Acc | GB00BF0Q8K85 | BF0Q8K8 | acc | No | – | 0.90% | £2k |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 21 Aug 2026 |