Our Portfolio
CT Universal MAP and CT Sustainable Universal MAP ranges provide low-cost active multi-asset options for a host of financial planning scenarios.
Launched from November 2017, the CT Universal MAP range offers risk-controlled portfolio options designed to cover a host of client growth and income needs.
The CT Sustainable Universal MAP range joined the line-up in December 2019, offering sustainability-orientated active multi-asset investing.
CT Universal MAP Range
OCF 0.29%
CT Universal MAP Income Fund
OCF 0.29%
CT Sustainable Universal MAP Range
OCF 0.39%
Sustainability-orientated active multi-asset funds – ideal for the growing number of individuals that, alongside meeting their financial goals, have sustainability objectives too.
For 35 years, Columbia Threadneedle Investments has been innovating and building a growing range of ESG orientated and client focused solutions.
Let's talk about risk
Capital is at risk. The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested. Screening out sectors or companies may result in less diversification and hence more volatility in investment values. Past performance should not be seen as an indication of future performance.
Fund Literature
Fund Literature
Risk ratings
Funds |  |  |  |  |  |
|---|---|---|---|---|---|
CT Universal MAP Defensive | 3 | 3 | 2.5
| 21-44 (25)*** | 2.6 |
CT Universal MAP Cautious | 4 | 4 | 2.8 | 45-54 (45) | 3.2 |
CT Universal MAP Balanced | 5 | 5 | 3.4 | 55-60 (60) | 3.8 |
CT Universal MAP Growth | 6 | 6 | 4.2 | 64-75 (70) | 4.3 |
CT Universal MAP Adventurous | 7 | 8 | 4.8 | 76-100 (95) | 4.8 |
CT Universal MAP Income | 5 | 5 | 3.3 | 61-63 (65) | 3.9 |
CT Sustainable Universal MAP Defensive | 3 | 3 | 2.5 | 21-44 (25)*** | 2.3 |
CT Sustainable Universal MAP Cautious | 4 | 4 | 2.7 | 45-54 (45) | 3.0 |
CT Sustainable Universal MAP Balanced | 5 | 5 | 3.4 | 55-62 (60) | 3.6 |
CT Sustainable Universal MAP Growth | 6 | 6 | 4.1 | 63-75 (70) | 4.2 |
CT Sustainable Universal MAP Adventurous | 7 | 8 | 4.7 | 76-100 (95) | 4.7 |
Data as at Q4 2023
*** FinaMetrica shows ‘best fit’ mapping as well as current fund
Meet our experts
We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.
Simon Holmes is a Director and Portfolio Manager in the Multi-Asset team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since September 2007. Simon has experience across credit, foreign exchange, fixed income, equities and alternatives. In previous roles, Simon has worked at McKinsey & Co., Salomon Smith Barney, Barclays Capital and Daiwa, after starting his career at Tokyo-Mitsubishi in 1996. He has a BSc (Hons) in Natural Sciences from the University of Durham and an MBA from INSEAD Business School. He is also a CFA charterholder.
Keith Balmer is a Director and Portfolio Manager within the Multi-Asset Investment team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2016. He was previously a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.
Steven Bell is a Managing Director, responsible for providing macro strategy input to a broader range of multi asset investment portfolios. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2013. He joined the group having run the GLC’s Global Macro programme for the previous seven years. Before that he was Global Chief Economist and Investment Head of the UK multi asset business at Deutsche Asset Management during his tenure 1984 – 2005. Steven began his career as an Economic Adviser at the UK Treasury and has degrees in economics from the London School of Economics and Stanford University, California.
Simon Holmes is a Director and Portfolio Manager in the Multi-Asset team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since September 2007. Simon has experience across credit, foreign exchange, fixed income, equities and alternatives. In previous roles, Simon has worked at McKinsey & Co., Salomon Smith Barney, Barclays Capital and Daiwa, after starting his career at Tokyo-Mitsubishi in 1996. He has a BSc (Hons) in Natural Sciences from the University of Durham and an MBA from INSEAD Business School. He is also a CFA charterholder.
Keith Balmer is a Director and Portfolio Manager within the Multi-Asset Investment team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2016. He was previously a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.
Steven Bell is a Managing Director, responsible for providing macro strategy input to a broader range of multi asset investment portfolios. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2013. He joined the group having run the GLC’s Global Macro programme for the previous seven years. Before that he was Global Chief Economist and Investment Head of the UK multi asset business at Deutsche Asset Management during his tenure 1984 – 2005. Steven began his career as an Economic Adviser at the UK Treasury and has degrees in economics from the London School of Economics and Stanford University, California.
