Our Portfolio

Designed for Universal application

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%

Logo og defaqto
RSMS Fund Range
Risk Controlled
Multi Asset Research Logo
Defined volatility parameters and CPI+ return expectations for five portfolios, ranging from Defensive to Adventurous, facilitates alignment between recommendation and individual attitudes and objectives.
logo of FE fundinfo Crown Fund Rating
logo of FE fundinfo Crown Fund Rating
logo of FE fundinfo Crown Fund Rating

CT Universal MAP Income Fund

OCF 0.29%

Risk Controlled
Multi asset research
Targeting a natural income of 4-4.5% per annum within a defined volatility range, the fund is an option for cautiously minded, yield focused investors.

CT Sustainable Universal MAP Range

OCF 0.39%

Logo og defaqto
Logo - ESG Reviewed
Risk Controlled
Multi asset research

Sustainability-orientated active multi-asset funds – ideal for the growing number of individuals that, alongside meeting their financial goals, want to make a positive impact on the world through their investment decisions.

For 35 years, CT 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.

Risk ratings

Funds
Dynamic Planner logo
Logo defaqto engage
Logo risk rated by synaptic
Logo finametrica
EV logo
Universal MAP Defensive
3
3
2.3 (3)
21-44
2
Universal MAP Cautious
4
4
3.1 (5)
45-54
5
Universal MAP Balanced
5
5
4.0 (7)
55-60
7
Universal MAP Growth
6
6
4.6 (8)
64-75
8
Universal MAP Adventurous
7
8
5.3 (9)
76-100
10
Universal MAP Income
5
5
3.7 (6)
61-63
7
Sustainable Universal MAP Defensive
3
3
2.3 (3)
21-44
2
Sustainable Universal MAP Cautious
4
4
3.1 (5)
45-54
4
Sustainable Universal MAP Balanced
5
5
4.0 (7)
55-62
7
Sustainable Universal MAP Growth
6
6
4.5 (8)
63-75
8
Sustainable Universal MAP Adventurous
7
8
5.4 (9)
76-100
9

Data as at Q3 2021

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
Director, Multi Strategy Investments
Paul Niven
Head of Asset Allocation (EMEA) at Columbia Threadneedle Investments
Keith Balmer
Portfolio Manager
Steven Bell
Director, Multi Strategy Investments
Simon Holmes
Director, Multi Strategy Investments
Paul Niven
Head of Asset Allocation (EMEA) at Columbia Threadneedle Investments
Keith Balmer
Portfolio Manager
Steven Bell
Director, Multi Strategy Investments

Our Thinking​

14 March 2022

Do we need a recession to control inflation?

One of the aftereffects of Covid is high inflation almost everywhere in developed markets. Some of this inflation is temporary bottle necks, but more sustained price pressures have emerged in the job market.
Read time - 4 min
3 March 2022

Our thoughts on the ongoing developments in Ukraine

Whilst the situation remains fast-moving and fluid, Simon Holmes gives his thoughts on the short and long term consequences.
Read time - 4 min
1 March 2022

5 factors for Multi-Asset investors to revisit in 2022

While it has clearly been a disappointing start to the year, we believe that there are still grounds for optimism.
Read time - 3 min

Sustainable Universal MAP Range Impact Report

In 2020, we engaged with 107 companies held in the funds and voted at 90 meetings. Key topics included engagement on labour standards, corporate governance and climate change.

  • Across the Sustainable MAP range, the top SDGs we aligned to were:
    • SDG 3 – Good Health and Well-being. Of the activity across the range which linked to SDG 3, the majority aligned with target 3.8 which calls for universal access to medicines and health-care
    • SDG 8 – Decent Work and Economic Growth. In particular, target 8.2 which focuses on boosting economic productivity through technological upgrading and innovation and; target 8.10 which aims for universal access to financial services
       
  • Engaged with a number of companies held in the funds including Smurfit Kappa and National Grid linking to SDG 13 – Climate Action. Worked with GlaxoSmithKline on its approach to executive remuneration

Why Columbia Threadneedle for low-cost multi-asset

CT Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.