About us
Focused on generating capital growth and an
attractive income.
Julian Cane is a Director and Fund Manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1993. He became the Fund Manager for the F&C Income Growth Investment Trust in 1997, which subsequently became the CT UK Capital and Income Investment Trust, the role which he still fulfils today. Prior to joining the group, he worked for Mitsubishi Bank in Corporate Finance and Treasury. Julian has an MA degree in Economics from the University of Cambridge and passed the examinations of the Institute of Investment Management and Research before it merged with the CFA Society.
The Company seeks to achieve this objective by investing in companies which have good long-term prospects with attractive returns on invested capital, but whose share prices may not fully reflect this. This could be because of adverse sentiment, possibly from short-term difficulties, or simply because they are unfashionable. Many of the stocks purchased have a higher than average dividend yield.
as at 31.03.24
- Dividends increased annually since launch in 1992, paid quarterly and grown significantly faster than inflation
- Diversified portfolio focusing on well-established UK companies
- Targets long-term capital and income growth
- Many of the stocks purchased have a higher than average dividend yield
Investment Risks
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 | UK Growth and Income |
Launch date | 1992 |
Total assets | £366.2m (as at 31.03.24) |
Net Dividend Yield* | 3.84% (as at 31.03.24) |
Currency | Sterling |
ISIN | GB0003463287 |
SEDOL | 346328 |
Ticker symbol | CTUK |
Key Dates
Annual general meeting | February |
Year end | 30 September |
Dividends paid | March, June, September, December (Quarterly) |
Results announced | May (half yearly) November (final) |
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.
The Board
Invest now
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.
Other ways to invest with us
There are a number of ways to invest with Columbia Threadneedle, through a Financial Adviser or a wide range of companies.
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*The yield is calculated on an historic basis using the actual dividends paid during the last twelve months and the closing share price as at the end of the relevant month.
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