Key takeaways:
- CT Global Managed Portfolio Trust’s fund manager, Peter Hewitt, has decades of investment experience.
- Peter works with 650 investment professionals who cover almost every asset class and market in the world.
- The trust’s strong track record of outperforming the total return of the FTSE All-Share Index is testament to our success.
Asking someone else to manage your savings is a big decision. You want to know they are going to take great care with your hard-earned cash. You also want them to be experts in their fields, with decades of experience.
By investing your savings with CT Global Managed Portfolio Trust, you are putting your confidence in fund manager, Peter Hewitt, and his team. You are entrusting your money with them to make the right decisions. As Peter first worked as a fund manager in 1983, he certainly has the decades of experience any potential investor would look for.
The importance of a portfolio manager
There are many factors to consider when choosing a fund to invest in. Performance track record, fees and investment style are all important. But perhaps the most crucial consideration are the people behind the fund. After all, it’s their decisions behind every aspect of the portfolio’s management.
CT Global Managed Portfolio Trust is managed by fund manager, Peter Hewitt, and his research team. Peter has been working as a fund manager for almost four decades, beginning in 1983 He’s held positions in US and UK teams with responsibility for a variety of pension funds and investment trusts. This has given him a huge amount of experience in truly understanding how to manage investment opportunities.
CT Global Managed Portfolio Trust has a global remit, which means it considers opportunities from all over the world. Peter’s broad experience covering various funds has given him the skills to understand these worldwide opportunities. This makes him very well placed to navigate the complexities of managing a fund.
Peter’s experience in investment trusts is particularly relevant for CT Global Managed Portfolio Trust which is a fund of funds. This means it’s a fund which is made up of other funds, carefully curated by Peter and his team. Having a good grasp of the investment trust landscape is invaluable when it comes to managing a fund of funds. Peter truly is an expert in his field of investment trusts.
Research supports total returns
Any experienced fund manager is always supported by a comprehensive research team. At Columbia Threadneedle, we are proud of our 650-strong global team of investment professionals, who span almost every asset class and market. We place a strong focus on research as we believe that independent thought leads to smarter investment decisions. Truly original ideas can create great opportunities.
Our long track record is testament to our success. Since its launch on 16 April 2008, CT Global Managed Portfolio Trust has produced a net asset value (NAV)1total return per income share of 143.3%. That’s equivalent to 6.1% compound2 per year3. The trust has outperformed the total return of the FTSE All-Share Index of 128%, which is equivalent to 5.6% compound per year.4
But we don’t rest on our laurels. We constantly look for new opportunities to improve the way we invest and to better the outcomes for our customers. With an eye to the future, a sense of responsibility is always at the heart of these improvements. Our success is down to our talent, and we are committed to developing our diverse and capable team of experts.
Careful and responsible decisions
At CT Global Managed Portfolio Trust, we’ve spent years understanding how to manage investment opportunities. Whether we are managing for income or growth, fund manager, Peter Hewitt, has the experience needed to get to grips with the investment landscape. With four decades in the industry, he’s been through several economic cycles. This experience has taught him extensively about the vagaries of the markets and how best to manage them.
Peter and our other 650 investment professionals at Columbia Threadneedle have a thorough understanding of global economies. We cover almost every asset class and market around the world and are considered experts in our field of investing.
CT Global Managed Portfolio Trust’s strong performance track record is a testament to the success of our investment strategy. When it comes to investing your savings with CT Global Managed Portfolio Trust, you can be reassured that we will always make informed, careful, and responsible decisions.
1 A trust’s NAV is a regularly published measure of its actual value. Its calculation is assets minus liabilities, divided by shares.
2 Compound interest describes the interest accumulated from the principal sum combined with its accumulated interest. It’s like interest plus principle, on top of more interest plus principal, on top of more interest plus principle etc.
3 That figure includes the yield, total return and compounded annual growth rate.
4 Figures as at 31.05.23, source: annual report, page 2
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.
