Redefining value in multi-asset investing

Introducing the CT Universal MAP Ranges

Value is more than price alone. Our CT Universal MAP ranges redefine value for advisers and their clients. Multiple layers of hands-on active management are applied to each portfolio – from strategic and tactical asset allocation through to stock selection and risk management. On top of all this comes a comprehensive suite of adviser support, including our Adviser Edge platform.

 

All this for a price more commonly associated with passive strategies – we think that’s real value.

Why consider our CT Universal Fund Ranges?

Low-cost

Active investing can be cost-effective. OCFs are capped at 0.29% for CT Universal MAP and 0.39% for CT Sustainable Universal MAP.
1

Redefined value

For us it’s simple – we aim to generate returns and manage risk beyond those investing passively, but at a passive price point, with comprehensive adviser support thrown in.
2

Actively-managed

Multiple layers of investment expertise from active asset allocation through to the identification of individual opportunities.
3

Risk-targeted ranges

Portfolios targeting specific volatility parameters facilitate client alignment. An income fund is available too.
4

Tax efficient

No Capital Gains Tax liabilities on changes made within the portfolios by our investment managers.
6

Award winning range

Don’t just take our word for it – our CT Universal MAP range has been independently recognised across the industry

RSMR Fund Range of the Year 2024 ​
CT Universal MAP Range RSMR Fund of the Year
Professional Adviser Best risk-targeted Fund Range 2024
CT Universal MAP Range PA Awards 2024 Best Risk Managed Range of Funds

Let’s talk about risk

Capital is at risk. 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. Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

Award-winning

multi-asset solutions

Don’t take our word for it – our CT Universal MAP range has been independently recognised across the industry.

CT Universal MAP Range RSMR Fund of the Year

RSMR Fund Range of the Year 2024 

CT Universal MAP Range PA Awards 2024 Best Risk Managed Range of Funds
Professional Adviser Best Risk-Managed Range of Funds

Designed to make investing simple

With multiple options, your clients can invest in a portfolio that’s right for them. The CT Universal Ranges have 5 risk-targeted options ranging from Defensive to Adventurous. There is also an Income Fund for clients looking for regular income.

 

Each portfolio is built from a blend of equities and fixed income assets, underpinned by the proven principle of diversification.

Typical asset split across CT Universal MAP Ranges

Typical asset split across CT Universal MAP Ranges
Typical asset split across CT Universal MAP Ranges

For illustrative purposes only

Find out how we’re active

Explore the fund range

Interested in learning more about our Universal Ranges?

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IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. 

Capital is at risk. 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. Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in the UK.

Columbia Threadneedle (UK) ICVC III is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme.

The current Prospectus, the Key Investor Information Document (KIID), latest annual or interim reports and the applicable terms & conditions are available from Columbia Threadneedle Investments at Cannon Place, 78 Cannon Street, London EC4N 6AG, your financial advisor and/or on our website www.columbiathreadneedle.com. Please read the Prospectus before taking any investment decision.

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.

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

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies