Property with liquid benefits

CT Property Growth & Income

Rethinking property: a tried and tested hybrid approach

An actively managed hybrid property portfolio investing in a blend of listed real estate equities and select UK commercial property assets.

Our approach is designed to give investors access to the best attributes of property investment whilst avoiding the liquidity issues around pure bricks and mortar portfolios. The result is an actively managed portfolio giving targeted exposure to select sub-sectors, geographies, real estate companies and individual property assets.

Explore our Fund Brochure
Investing in Property through a Hybrid Structure

Managed for 20+ years by a stable team with a proven and differentiated approach to property investment.

Actively managed through equity selection, property management and tactical adjustments to the asset mix.

Icon showing balanced mix of shapes

Innovative hybrid structure – combining select UK commercial assets and European real estate through equities.

Why hybrid property investing makes sense

Checked document

Avoid the liquidity trap

The illiquidity of physical property means there are question marks over some fund structures. By complementing physical property with readily traded real estate securities, the CT Property Growth & Income Fund offers investors the liquidity they seek.

Money icon

Reduce cash drag

High costs and practical realities lead to higher cash balances in many physical funds. Investing in listed real estate means the portfolio can remain more fully invested, countering cash drag and helping investors maintain broader portfolio asset allocations.

Driving positive change icon

(More) active management

The hybrid structure brings more active tools into play. For physical assets that means purchases/sales, redevelopment and lease management. Within the equity component, stock selection and both
sub-sector and geographic allocations are actively managed.
Building, Real Estate, Property icon

Location

Adding real estate securities
dramatically increases
the fund’s reach and
diversification via quality businesses across many
sub-sectors and geographies.
We are hands on building owners – our properties need to be located where there are strong supply/demand characteristics.

Property with liquid benefits

Learn how a blend of listed and physical real estate helps the team navigate liquidity challenges and actively harness opportunities across property markets.

Why now for property? Valuations are presenting an attractive entry point

Post a challenging period, conditions are improving for real estate. Learn more about the valuation the opportunity and how we’re actively targeting select areas of the market.

Full Fund Details

Visit the fund page for key facts, prices, fund codes, fees and charges, portfolio holdings, monthly commentaries, all the key regulatory documents, plus performance information once available.
Visit Fund page

Insights

Two decades of ‘hybrid’ property investing

Perspectives on liquidity and the ideal blend of listed and physical property as well as insights on an evolving opportunity set for real estate investors.

Learn more

Webinar

London

Get in touch

If you would like to find out more, contact your local sales representative

Something went wrong, please try again

To view and control which insights you receive from us by email, please visit your preference centre.

Visit preference centre

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

Visit preference centre

Key risks

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.
The Fund aims to invest in assets that are deemed to be supporting and funding socially beneficial activities and development and utilises a Social Assessment Methodology. This will affect the Fund’s exposure to certain issuers, industries, sectors, and regions, and may impact the relative performance of the Fund positively or negatively, depending on whether such investments are in or out of favour. The concept of socially beneficial activities and development is subjective. It is therefore possible that an investment may not perform in a way that an investor considers to be a socially beneficial activity or development, even though it has been selected in accordance with the Social Assessment Methodology.
Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments. The fund invests in securities whose value would be significantly affected if the issuer refused, was unable to or was perceived to be unable to pay.
The fund holds assets which could prove difficult to sell. The fund may have to lower the selling price, sell other investments or forego more appealing investment opportunities.
Most bond and cash funds offer limited capital growth potential and an income that is not linked to inflation. Inflation is likely to affect the value of capital and income over time.
Changes in interest rates are likely to affect the fund’s value. In general, as interest rates rise, the price of a fixed rate bond will fall, and vice versa.
The investment policy of the fund allows it to invest in derivatives for the purposes of reducing risk or minimising the cost of transactions.
The Fund’s assets may sometimes be difficult to value objectively, and the actual value may not be recognised until assets are sold.
The fund may exhibit significant price volatility.
All the risks currently identified as being applicable to the fund are set out in the “Risk Factors” section of the Fund Prospectus which you can download under “Key documents”. Please read the Key Investor Information Document and the Fund Prospectus if considering investing.

Important information

For professional investors. For marketing purposes. Your capital is at risk.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Not all services, products and strategies are offered by all entities of the group. Awards or ratings may not apply to all entities of the group.

This material should not be considered as an offer, solicitation, advice, or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. Actual investment parameters are agreed and set out in the prospectus or formal investment management agreement.

In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.