Key takeaways:
- CT Global Managed Portfolio Trust gives access to a world of opportunities in one decision.
- Investment professionals do all the hard work for, keeping your life simple.
- The unique feature of this fund of funds is the ability to switch between growth and income once a year.
CT Global Managed Portfolio Trust aims to simplify these choices. It’s a globally diversified fund of funds, which means it’s a fund made up of lots of other funds. The CT team curate a selection of the optimum funds from all over the world and bring them together in the CT Global Managed Portfolio Trust. This means you can access a world of opportunities with just one decision. And importantly, professional investment managers will do the hard work for you.
One-decision investing
CT Global Managed Portfolio Trust is a fund of funds. That means it allows investors access to a fully diversified global portfolio in one step. But crucially, just one decision from you represents dozens of decisions made by investment professionals. They’ve done all the research, analysis, and evaluation for you. We call it: one-decision investing.
Global diversification
Actively managed investments
A flexible investment strategy
The unique feature of CT Global Managed Portfolio Trust is its ability to allow investors to switch between growth and income once a year. The growth strategy aims to increase the value of the original investment, or capital. The income strategy aims to deliver a regular payment. Investors can make this change tax efficiently too (according to current UK tax legislation). It’s tax efficient because there is no capital gains tax due on the conversion between strategies. That means investors can switch without facing immediate tax consequences.
The ability to switch annually means CT Global Managed Portfolio Trust can serve changing needs and preferences. As your growth or income requirements change, so can your strategy. For example, you may begin in the growth strategy as you build your wealth. But as you get closer to retirement, you may want to switch to the income strategy as you start to wind down at work. With just one decision, you can access a flexible investment strategy which suits your changing needs.
A Simplified interchangeable investment portfolio
CT Global Managed Portfolio Trust offers a globally diversified, actively managed portfolio in one step. It’s a low-hassle, flexible approach to investing, where professionals do all the analysis for you. The ability to switch between income and growth means it can suit changing needs and preferences. This fund of funds offers simplicity, flexibility, and experience, all in just one decision.
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.
Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. We do not offer tax advice. If you are unsure, please consult your tax or financial adviser.
