CT Global Multi Asset Income Fund

On this page

A long-only, dynamically managed multi asset fund that targets an attractive, sustainable level of income while aiming to preserve and grow capital over the medium-to-long term.

Reasons to invest

Dynamic investment approach

Using a flexible, active approach, we can participate in income opportunities when they present themselves, while protecting capital when threats appear. 

'One stop shop' investment solution

Investors benefit from well-diversified portfolios with a focus on delivering attractive, sustainable levels of income. 

Managed by experienced Multi-Asset team:

With over 25 years’ experience, multi-asset investing is at the heart of what we do at Columbia Threadneedle.

Key Facts

Target
To achieve a level of income with the prospect of capital growth over the medium to long term
Volatility
Lower volatility than an equity only portfolio, approximately two-thirds the volatility of equities
Neutral Allocation
No neutral
Launch Date
31/07/2014
Asset Allocation Limits
Equity: 20-75%
Implementation
Primarily through Internal Funds
Fixed income: 20-70%
Cash: 0-10%
Combined Cash and Income: 30-80%
Property: 0-30%
Sources of Return
Asset Allocation and Stock Selection
Lead Portfolio Manager
Ben Rodriguez
Structure
NURS
Leverage
Long only, unlevered
Liquidity
Daily
Ongoing Charges Figure (OCF)
50 bps
Quote open

In a market where yields across many asset classes are low, our Global Multi Asset Income Fund provides a cost-effective solution for investors seeking quality, sustainable income whilst keeping volatility in check.

 

– Ben Rodriquez

Insights

9 December 2024

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Consolidate with caution - Too much focus on scale could come at the expense of innovation

Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
2 December 2024

Steven Bell

Chief Economist, EMEA

The US under the new President: four good years or four bad?

It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
18 November 2024

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Lifestyling: the Achilles heel in DC pensions

Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
See all articles

Literature

Prospectus

Interim / Annual report

CT Global Multi Asset Income Fund Profile

PDF

Securing a positive outcome in a post-annuities world

You may also like

About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Investment Approach

At Columbia Threadneedle, we are intentionally built to help you succeed. We equip our investment professionals with the resources, tools and insights they need to achieve or surpass the outcomes our clients expect. 

Responsible Business

As a leading global asset management group, Columbia Threadneedle Investments aims to deliver positive outcomes that meet the needs of our stakeholders and we commit to always act responsibly, transparently and in the best interests of those who trust us to manage their investments.