CT MM Navigator Growth Fund C AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.8 | 10.1 | -9.0 | 7.8 | 5.6 |
![]() | +/-Cat | -2.1 | -3.4 | 0.8 | -1.7 | -2.1 |
![]() | +/-B’mrk | -1.2 | -6.2 | -3.2 | -4.6 | -4.8 |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 115.80 | |
Day Change | 0.35% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B80L3W15 | |
Fund Size (Mil) 14/08/2024 | GBP 54.88 | |
Share Class Size (Mil) 14/08/2024 | GBP 52.14 | |
Max Initial Charge | - | |
Ongoing Charge 12/04/2024 | 1.63% |
Morningstar Research |
Analyst Report | 18/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Despite the retirement of longstanding comanager Gary Potter in early 2022, CT MM Navigator Growth remains in experienced hands, with Robert Burdett and a team whose longest-serving members have worked closely together for more than two decades.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: CT MM Navigator Growth Fund C Acc |
The Fund aims to provide capital growth over the long term (5 years or more). It looks to outperform a composite index over rolling 5-year periods, after the deduction of charges. The Fund is actively managed and invests at least 80% in a range of collective investment schemes and closed ended funds in order to gain exposure to a diversified portfolio of primarily shares. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Not Disclosed 15/08/2019 | ||
Inception Date 26/06/2012 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
10% SONIA , 15% FTSE All Share TR GBP , 60% MSCI ACWI ex UK NR GBP , 15% Bloomberg Glb Agg X Treasury H TR GBP | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for CT MM Navigator Growth Fund C Acc | 31/07/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|