CT UK Capital
and Income Investment Trust
Focused on generating capital growth and an attractive income
The share price information is delayed by at least 15 minutes
as at 31.01.2025
31.01.2025
at 30 September 2024
Julian Cane is a Director and Fund Manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1993. He became the Fund Manager for the F&C Income Growth Investment Trust in 1997, which subsequently became the CT UK Capital and Income Investment Trust, the role which he still fulfils today. Prior to joining the group, he worked for Mitsubishi Bank in Corporate Finance and Treasury. Julian has an MA degree in Economics from the University of Cambridge and passed the examinations of the Institute of Investment Management and Research before it merged with the CFA Society.
CT UK Capital and Income Investment Trust seeks out the UK’s large and medium-sized businesses with growth potential, giving our investors access to a range of quality UK stocks in one place. Our well-diversified portfolio has outperformed its benchmark over the long term under Julian Cane, our Fund Manager, for over 25 years.
Julian and his team’s results have driven the increase in dividend every year since the launch of the fund in 1992 and grown at more than twice the rate of inflation. CT UK Capital and Income Investment Trust is an AIC Dividend Hero in recognition of growing the dividend the company for over 32 years.
Investment Objective: generate long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies.
This trust is suited to....
Investors looking to unlock the potential of the UK’s growing industries. The trusts suits those with a medium to high appetite for risk looking for strong dividend yields, and that are able to invest for the medium to long term.
30+ years of 'AIC Dividend Hero' status
Last year marked 30 consecutive years of dividend payment increases for CT UK Capital and Income Investment Trust (CTUK) – an AIC dividend hero.
The Association of Investment Companies (AIC) award dividend hero status to investment companies that have been able to increase their annual dividends for 20 years in a row.
The Trust has increased its dividend every year since its launch in 1992.
Let's talk about risk
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. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. Each Trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust. There is no guarantee that dividends will continue to increase.
Invest now
Columbia Threadneedle offer a range of Savings Plans designed to make investing easy.
Start from £25 a month or one off £100, and there are no charges when you deal using our Investor Portal.
Other ways to invest with us
There are a number of ways to invest with Columbia Threadneedle, through a Financial Adviser or a wide range of companies.
All intellectual property rights in the brands and logos above are reserved by respective owners.
Related articles
Why invest with CT UK Capital and Income Trust
CT UK Capital and Income Investment Trust Market Snapshot - February 2025
CT UK Capital and Income Investment Trust Market Snapshot - January 2025
Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.