CT Global Multi Asset Income Fund

On this page

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

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
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

Insights

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.
Read time - 4 min
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?
Watch time - 8 min
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
See all articles

Literature

Prospectus

Interim / Annual report

CT Global Multi Asset Income Fund Profile

PDF

Securing a positive outcome in a post-annuities world

You may also like

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. 

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.