CT Responsible Global Equity Fund 4 IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 21.7 | 21.1 | -12.5 | 8.2 | 10.6 |
![]() | +/-Cat | -2.0 | 6.6 | 5.6 | -7.8 | 1.8 |
![]() | +/-B’mrk | - | 3.1 | 6.5 | -14.1 | -3.0 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 935.50 | |
Day Change | 1.30% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0031873978 | |
Fund Size (Mil) 13/08/2024 | GBP 1291.71 | |
Share Class Size (Mil) 13/08/2024 | GBP 24.93 | |
Max Initial Charge | - | |
Ongoing Charge 12/04/2024 | 0.08% |
Investment Objective: CT Responsible Global Equity Fund 4 Inc |
The Fund aims to achieve 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 companies which may be located anywhere in the world, be of any market capitalisation and be in any industry sector (subject always to the responsible investment screening). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jamie Jenkins 01/09/2013 | ||
Nick Henderson 30/11/2016 | ||
Inception Date 26/09/2003 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World GR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT Responsible Global Equity Fund 4 Inc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.61 |
![]() | ![]() | 6.08 |
![]() | ![]() | 4.44 |
![]() | ![]() | 4.16 |
![]() | ![]() | 3.65 |
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CT Responsible Global Equity Fund 4 Inc |