CT Global Multi Asset Income Fund

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A long-only, dynamically managed multi asset fund that targets an attractive, sustainable level of income while aiming to preserve and grow capital over the medium-to-long term.

Reasons to invest

Dynamic investment approach

Using a flexible, active approach, we can participate in income opportunities when they present themselves, while protecting capital when threats appear. 

'One stop shop' investment solution

Investors benefit from well-diversified portfolios with a focus on delivering attractive, sustainable levels of income. 

Managed by experienced Multi-Asset team:

With over 25 years’ experience, multi-asset investing is at the heart of what we do at Columbia Threadneedle.

Key Facts

To achieve a level of income with the prospect of capital growth over the medium to long term
Lower volatility than an equity only portfolio, approximately two-thirds the volatility of equities
Neutral Allocation
No neutral
Launch Date
Asset Allocation Limits
Equity: 20-75%
Primarily through Internal Funds
Fixed income: 20-70%
Cash: 0-10%
Combined Cash and Income: 30-80%
Property: 0-30%
Sources of Return
Asset Allocation and Stock Selection
Lead Portfolio Manager
Ben Rodriguez
Long only, unlevered
Ongoing Charges Figure (OCF)
50 bps
Quote open

In a market where yields across many asset classes are low, our Global Multi Asset Income Fund provides a cost-effective solution for investors seeking quality, sustainable income whilst keeping volatility in check.


– Ben Rodriquez


11 July 2024

Steven Bell

Chief Economist, EMEA

Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?

After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
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1 July 2024

Steven Bell

Chief Economist, EMEA

A tough fiscal reality awaits new government

A record year for elections – but what do they mean for markets?
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17 June 2024

Steven Bell

Chief Economist, EMEA

Elections, interest rates and markets

A record year for elections – but what do they mean for markets?
Watch time - 4 min
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Interim / Annual report

CT Global Multi Asset Income Fund Profile


Securing a positive outcome in a post-annuities world

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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Investment Approach

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As a leading global asset management group, Columbia Threadneedle Investments aims to deliver positive outcomes that meet the needs of our stakeholders and we commit to always act responsibly, transparently and in the best interests of those who trust us to manage their investments.