Explore our
CT Universal
MAP ranges
Risk-targeted funds ranging from Defensive to Adventurous, as well as a fund for income investors.
Fund range details |  Defensive |  Cautious |  Balanced | Growth |  Adventurous |  Income |
|---|---|---|---|---|---|---|
Expected Volatility (Rolling 10 years) | 4%-6% | 6%-8% | 8%-10% | 10%-12% | 12%-14% | 8%-10% |
Annualised Return Potential (10 years +)* | CPI+1% | CPI+2% | CPI+3% | CPI+4% | CPI+5% | >4% income |
Historical Equity Allocation ** | 18-28% | 40-54% | 55-64% | 67-79% | 86-99% | 51-66% |
OCF*** | 0.29% capped | 0.29% capped | 0.29% capped | 0.29% capped | 0.29% capped | 0.29% capped |
Fund Type | Multi-Asset – UK OEIC | |||||
Investment Approach | Predominantly direct investments made by Columbia Threadneedle fund managers | |||||
IA Sector | Volatility Managed | |||||
Mapped to leading risk rating providers
Funds |  |  |  |  |  |  |
|---|---|---|---|---|---|---|
CT Universal MAP Defensive | 3 | 3 | 2.5 | 21-44 (25)**** | 2.7 | 2***** |
CT Universal MAP Cautious | 4 | 4 | 2.8 | 45-54 (45) | 3.3 | 3 |
CT Universal MAP Balanced | 5 | 5 | 3.5 | 55-60 (60) | 3.9 | 4 |
CT Universal MAP Growth | 6 | 6 | 4.2 | 64-75 (70) | 4.4 | 5 |
CT Universal MAP Adventurous | 7 | 8 | 5.0 | 76-100 (95) | 4.8 | 6 |
CT Universal MAP Income | 5 | 5 | 3.4 | 61-63 (65) | 3.9 | 4 |
CT Universal MAP Defensive Fund
CT Universal MAP Cautious Fund
CT Universal MAP Balanced Fund
CT Universal MAP Growth Fund
CT Universal MAP Adventurous Fund
Source: Columbia Threadneedle Investments, data as at 30 September 2024. Synaptic and EV risk ratings as at Q3 2024. * Return expectations derived from a combination of the modelled historical asset allocation and return expectations for each asset class. Return potential derived from a combination of the modelled historical asset allocation and return potential for each asset class. Return potential for each asset class are based on current yield for fixed income assets and a combination of dividends and GDP growth for equities. ** Allocation based on monthly exposures since inception for the CT Universal MAP range. *** Please refer to the Prospectus and Key Investor Information Document (KIID) for further information on charges. **** FinaMetrica shows ‘best fit’ mapping as well as current fund ratings in brackets ( ). ***** Oxford Risk new ratings based on scale of 1-7. Legacy scale (1-5) available on request.
Sustainability-focused risk-targeted funds ranging from Defensive to Adventurous.
Fund range details | Defensive | Cautious | Balanced | Growth | Adventurous |
|---|---|---|---|---|---|
Expected Volatility (rolling 10 years) | 4%-6% | 6%-8% | 8%-10% | 10%-12% | 12%-14% |
Annualised Return Potential (10 years +)* | CPI+ 1% | CPI+ 2% | CPI+ 3% | CPI+ 4% | CPI+ 5% |
Historical Equity Allocation ** | 18-28% | 40-48% | 55-64% | 63-78% | 90-97% |
OCF*** | 0.39% capped | 0.39% capped | 0.39% capped | 0.39% capped | 0.39% capped |
Fund Type | Multi-Asset – UK OEIC | ||||
Investment approach | Predominantly direct investments made by Columbia Threadneedle fund managers | ||||
IA Sector | Volatility Managed | ||||
Mapped to leading risk rating providers
Funds | | | | | | |
|---|---|---|---|---|---|---|
CT Sustainable Universal MAP Defensive | 3 | 3 | 2.5 | 21-44 (25)**** | 2.7 | 2***** |
CT Sustainable Universal MAP Cautious | 4 | 4 | 2.8 | 45-54 (45) | 3.3 | 3 |
CT Sustainable Universal MAP Balanced | 5 | 5 | 3.5 | 55-60 (60) | 3.9 | 4 |
CT Sustainable Universal MAP Growth | 6 | 6 | 4.2 | 64-75 (70) | 4.4 | 5 |
CT Sustainable Universal MAP Adventurous | 7 | 8 | 5.0 | 76-100 (95) | 4.8 | 6 |
Source: Columbia Threadneedle Investments, data as at 30 September 2024. Synaptic and EV risk ratings as at Q3 2024. * Return expectations derived from a combination of the modelled historical asset allocation and return expectations for each asset class. Return potential derived from a combination of the modelled historical asset allocation and return potential for each asset class. Return potential for each asset class are based on current yield for fixed income assets and a combination of dividends and GDP growth for equities. ** Allocation based on monthly exposure since inception for the CT Sustainable Universal MAP range. *** Please refer to the Prospectus and Key Investor Information Document (KIID) for further information on charges. **** FinaMetrica shows ‘best fit’ mapping as well as current fund ratings in brackets ( ). ***** Oxford Risk new ratings based on scale of 1-7. Legacy scale (1-5) available on request.
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.
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IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes.Â
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
