CT Responsible UK Income Fund 1 AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.3 | 15.9 | -9.4 | 8.0 | 11.4 |
![]() | +/-Cat | 2.2 | -1.9 | -5.9 | 1.3 | 0.3 |
![]() | +/-B’mrk | - | - | - | 0.4 | 0.7 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 334.60 | |
Day Change | 1.00% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB0030835580 | |
Fund Size (Mil) 14/08/2024 | GBP 347.44 | |
Share Class Size (Mil) 14/08/2024 | GBP 26.34 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 12/04/2024 | 1.66% |
Morningstar Research |
Analyst Report | 11/09/2023 Jack Fletcher-Price, Associate Analyst Morningstar, Inc |
CT Responsible UK Income is a solid option for investors looking for exposure to an income portfolio of UK equities with a sustainable bias. We have good conviction in the manager and team but acknowledge that, despite an otherwise good process,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: CT Responsible UK Income Fund 1 Acc |
The Fund aims to achieve income with capital growth over the long term (at least 5 years). The Fund invests only in assets which meet the Fund’s predefined responsible investment criteria. The Fund is actively managed and invests at least 80% in shares of UK companies. These are companies of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Catherine Stanley 01/06/2009 | ||
Inception Date 13/10/1987 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT Responsible UK Income Fund 1 Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.53 |
![]() | ![]() | 4.86 |
![]() | ![]() | 4.06 |
![]() | ![]() | 2.90 |
![]() | ![]() | 2.83 |
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CT Responsible UK Income Fund 1 Acc |