Our Investment Trusts

Our investment trusts enable our customers to invest in specific regions and globally.

A range of investment objectives to select from

Our Investment Trusts provide a range of investment opportunities including access to equities, bonds, property and private equity.
Each Trust has different aims and strategies with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.

Each Trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust.

Global

Investing globally allows you to tap into a number of different markets, helping you spread your risk.

UK & Europe

Invest in companies closer to home in the UK, across Europe, or both, to help you potentially achieve the investment goals you seek.

Property

Invest in commercial property in sectors including offices, retail and industrial units through our Property Trusts.

CT Property Trust Ltd was subject to an all-share acquisition by LondonMetric Property PLC.  Further information can be found here.

Let's talk about risk

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. Each Trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust.

Invest with Columbia Threadneedle Savings Plans

Columbia Threadneedle Investments offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.

 

Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want. 

 

There are no dealing charges on investments made online or through a monthly Direct Debit.

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A smiling man holds a girl in his arms

Our other investment options

Columbia Threadneedle has a comprehensive range of investment funds catering for a broad range of objectives. Explore our range of OEIC and SICAV funds.

Our jargon buster

Our glossary can help explain anything you want to understand. Getting the ball rolling can be easier when you understand some of the words that the world of investing.

Past Performance is not an indication of future performance

PLEASE NOTE – All NAV prices quoted below are at close the previous working day, except for the following Trusts which are priced quarterly and were last priced at the following dates:

Balanced Commercial Property Trust – 30 September 2023

CT Private Equity Trust Plc – 30 June 2023

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.