About us

Learn more about the Growth and Income Portfolios within CT Global Managed Portfolio, our Fund Manager & our Board.

Meet the Fund Manager

Peter Hewitt
Peter Hewitt
Director, Portfolio Manager, Multi Asset Solutions

CT Global Managed Portfolio Trust PLC is a ‘multi-manager’ investment trust, investing in a range of investment companies giving you exposure to different investment providers through growth or income portfolios.

 

Peter Hewitt is a Director and Fund Manager in Global Equities and is currently responsible for managing the CT Global Managed Portfolio Trust PLC, which was listed in 2008.

 

Peter joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1999.

 

Between 1983 and 1996 Peter was a Fund Manager with Ivory & Sime (later known as ISIS), working initially in the US team and from 1986 in the UK team, where he was responsible for a variety of pension fund and investment trust clients.

 

Prior to joining the group in 1999, Peter spent two years as Head of UK Equities with Murray Johnstone. Peter holds a BA (Hons) in Economics from the Heriot Watt University.

Income or Growth Portfolios

The Trust’s investments are managed in two separate portfolios; the Income Portfolio and the Growth Portfolio, to which the Income shares and the Growth shares are respectively entitled. The investment objective for each portfolio is:

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Income Portfolio

To provide Income shareholders with an attractive level of income with the potential for income and capital growth from a diversified portfolio of investment companies.

The Income Portfolio will invest in a diversified portfolio of at least 25 investment companies:

  • that have underlying investment exposures across a range of geographic regions and sectors.
  • that focus on offering an income yield above the yield of the FTSE All-Share Index.

Growth Portfolio

To provide Growth shareholders with capital growth from a diversified portfolio of investment companies.

The Growth Portfolio will invest in a diversified portfolio of at least 25 investment companies:

  • that have underlying investment exposures across a range of geographic regions and sectors.
  • the focus of which will be to maximise total returns, principally through capital growth.

The benchmark index for both the Income Portfolio and the Growth Portfolio is the FTSE All-Share Index.

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Our investment approach

The Company invests principally in closed ended investment companies, wherever incorporated, which are listed on the Official List of the UK Listing Authority. The majority of the Company’s holdings comprise equity investments although it is permitted to invest in other securities issued by investment companies.

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The Company is permitted to invest in other closed ended investment companies, wherever incorporated, whose shares are traded on AiM or a Regulated Exchange (other than the Official List of the UKLA) up to a maximum of 25 per cent of the total assets of the relevant Portfolio.

 

In accordance with the Listing Rules of the UK Listing Authority, the Company will not invest more than 10 per cent of its total assets in other UK listed investment companies that themselves may invest more than 15 per cent of their total assets in other UK listed investment companies.

 

There are no maximum levels set for underlying exposures to geographic regions or sectors. No investment in either Portfolio may exceed 15 per cent of the relevant Portfolio’s total assets at the time of the latest purchase.

The Manager may invest the assets of the Company in other investment companies managed by the Manager or another member of the Columbia Threadneedle Group, provided that such investments in the Income or Growth Portfolios shall not exceed 20 per cent of the total assets of the relevant Portfolio at the time of investment.

There are no defined limits on securities and accordingly the Company may invest up to 100 per cent of total assets in any particular type of security.

The Company may use derivatives, principally, for the purpose of efficient portfolio management, including protecting the Portfolios against market falls.

The Company may use borrowings in either Portfolio. Borrowings are not normally expected to exceed 20 per cent of the total assets of the relevant Portfolio. Under the Company’s Articles of Association the maximum borrowing limit is 50 per cent of the total assets of the relevant Portfolio.
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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. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.

Fund Facts

Investment Manager
Columbia Threadneedle Investment Business Limited
Benchmark
FTSE All-Share Index
AIC sector
Flexible Investment
Launch date
01.04.2008
Total assets
£154.6 million (as at 29.12.23)
Currency
Sterling
ISIN
GB00B2PP3J36 (Income shares) GB00B2PP2527 (Growth shares)
SEDOL
B2PP3J3 (Income shares)
Ticker symbol
CMPI (Income shares) CMPG (Growth shares)

* The AIC is the trade body for closed-ended investment companies, including investment trusts.

Key Dates

Annual general meeting
September
Year end
May
Dividends paid
January, April, July, October
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Sustainability and ESG

Environmental, Social and Governance (“ESG”) issues are the three central factors in measuring sustainability and can present both opportunities and threats to the long-term investment performance the Company aims to deliver to Shareholders. The Board is therefore committed to taking a responsible approach to ESG matters.

 

There are two strands to this approach. The Company’s own responsibilities on matters such as governance and the impact it has through the investments that are made on its behalf by its Manager.
Find out more about our approach to sustainability and ESG issues here

Our Board

Shauna Bevan
David Warnock
Chairman
Sue Inglis
Senior Independent Director and Chairman of the Audit Committee
Simon Longfellow
Chairman of the Marketing Committee
10534, 10538, 12882, 10540

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Columbia Threadneedle offer a range of Savings Plans designed to make investing easy.
Start from £25 a month or one off £100, and there are no charges when you deal using our Investor Portal.

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