Document Library

You can find all of our documents here in one place.

Documents to download

If you know the name of the document you are searching for, you can type it in the search box below. Alternatively, you can select the type of document by clicking on the ‘Other document type’ option and selecting the correct option.

Factsheet

CT Global Managed Portfolio Trust PLC – Factsheet (income)

Factsheet

CT Global Managed Portfolio Trust PLC – Factsheet (growth)

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts

Disclosures

CT Global Managed Portfolio Trust PLC – Investor Disclosure Document

AGM Documents

CT Global Managed Portfolio Trust PLC – AGM Result

AGM Documents

CT Global Managed Portfolio Trust PLC – AGM Presentation

BMO Managed Portfolio Trust – Articles of Association

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2023 (xHTML)

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2023

Brochure

Bereavement Guide

Pre-Sales Cost & Charges Disclosure

Lifetime ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure

ISA Pre-Sales Cost & Charges Disclosures

Forms

Sale of Proceeds – Combined ISA & LISA

Application Forms

Junior ISA (JISA) application form

Application Forms

Individual Savings Account (ISA) application form

Key Features Document

Junior ISA (JISA) Key Features

Key Features Document

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

Key Features Document

Junior Investment Account (JIA) Key Features

Key Features Document

Child Trust Fund (CTF) Key Features

Transfer Forms

Child Trust Fund to CT Junior ISA transfer form

Forms

GIA Transfer of Sale Proceeds to an ISA

Brochure

Investing for you guide

Brochure

Investing for Children guide

Forms

Child Trust Fund Maturity Election form

Top-up Forms

Junior ISA (JISA) top-up form

Top-up Forms

Individual Savings Account (ISA) top-up form

Top-up Forms

Child Trust Fund (CTF) top-up form

Disclosures

Change of Auditor RNS and KPMG’s section 519 Statement

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2022

Key Information Documents (KIDs)

CT Global Managed Portfolio Trust PLC – KID (income)

Key Information Documents (KIDs)

CT Global Managed Portfolio Trust PLC – KID (growth)

Terms of Reference

CT Global Managed Portfolio Trust PLC – Terms of Reference for Committees

Disclosures

CT Global Managed Portfolio Trust PLC – Privacy Policy

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2022 (xHTML)

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2022

Forms

Investment Trust change of instructions form

Application Forms

General Investment Account/CT Junior Investment Account Multi Applicant Form

Forms

Investment Trust Savings Plans Sale of shares form

Transfer Forms

Child Trust Fund Transfer form

Application Forms

Investment Trust ISA Additional Permitted Subscriptions (APS) application form

Pre-Sales Cost & Charges Disclosure

General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure

Junior ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure

Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

Top-up Forms

Junior Investment Account (JIA) top-up form

Top-up Forms

Lifetime ISA top-up Form

Forms

Child Trust Fund (CTF) change of registered contact form

Forms

Investment Trust additional contact details form

Forms

Child Trust Fund (CTF) change of instructions form

Forms

Junior ISA (JISA) change of investment instructions form

Forms

Change to your personal details form

Forms

Junior ISA (JISA) Change of Registered Contact

Forms

Third party donor form

Forms

Investment Trust dividend form

Forms

Child Trust Fund – Update Contact Details Form

Transfer Forms

Junior ISA transfer form

Transfer Forms

Individual Savings Account (ISA) transfer form

Application Forms

Junior Investment Account (JIA) application form

Forms

General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form

Transfer Forms

General Investment Account (GIA) and Junior Investment Account ownership transfer form

Forms

Direct debit instruction

Top-up Forms

General Investment Account (GIA) top-up form

Application Forms

Lifetime ISA Application Form

Application Forms

General Investment Account application form

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2021

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2021

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2020

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2020

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2019

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2019

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2018

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2018

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2017

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2017

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2016

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2016

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2015

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2015

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2014

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2014

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2013

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2013

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2012

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2012

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2011

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC  – Annual Report and Accounts 2011

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC  – Interim Report and Accounts 2010

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC  – Annual Report and Accounts 2010

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2009

Annual Report and Accounts

CT Global Managed Portfolio Trust PLC – Annual Report and Accounts 2009

Interim Report and Accounts

CT Global Managed Portfolio Trust PLC – Interim Report and Accounts 2008

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.