CT Global Multi Asset Income Fund
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.Â
'One stop shop' investment solution
Investors benefit from well-diversified portfolios with a focus on delivering attractive, sustainable levels of income.Â
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
Target | To achieve a level of income with the prospect of capital growth over the medium to long term | Volatility | Lower volatility than an equity only portfolio, approximately two-thirds the volatility of equities |
|---|---|---|---|
Neutral Allocation | No neutral | Launch Date | 31/07/2014 |
Asset Allocation Limits | Equity: 20-75% | Implementation | 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 |
Structure | NURS | Leverage | Long only, unlevered |
Liquidity | Daily | Ongoing Charges Figure (OCF) | 50 bps |
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.
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– Ben Rodriquez
Insights
Earnings season: Will Q1 earnings deliver?
Is interest rate pessimism overdone?
Interest rates, inflation and immigration
Filter insights on this page
Asset allocation update: warning lights are flashing Multi-asset | October 2021
Market Updates: Uk Equities, European Equities, Fixed Income and Multi-asset
Multi-asset GMAI update: sticking to the process
Capabilities
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.
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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
At Columbia Threadneedle, we are intentionally built to help you succeed. We equip our investment professionals with the resources, tools and insights they need to achieve or surpass the outcomes our clients expect.Â
Responsible Business
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.
