Our Portfolio

Designed for Universal application

CT Universal MAP and CT Sustainable Universal MAP ranges provide low-cost active multi-asset options for a host of financial planning scenarios.

Launched from November 2017, the CT Universal MAP range offers risk-controlled portfolio options designed to cover a host of client growth and income needs.

The CT Sustainable Universal MAP range joined the line-up in December 2019, offering sustainability-orientated active multi-asset investing.

CT Universal MAP Range

OCF 0.29%

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RSMS Fund Range
Risk Controlled
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Defined volatility parameters and CPI+ return expectations for five portfolios, ranging from Defensive to Adventurous, facilitates alignment between recommendation and individual attitudes and objectives.
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logo of FE fundinfo Crown Fund Rating

CT Universal MAP Income Fund

OCF 0.29%

Risk Controlled
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Targeting a natural income of 4-4.5% per annum within a defined volatility range, the fund is an option for cautiously minded, yield focused investors.

CT Sustainable Universal MAP Range

OCF 0.39%

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Risk Controlled
Multi asset research

Sustainability-orientated active multi-asset funds – ideal for the growing number of individuals that, alongside meeting their financial goals, have sustainability objectives too.

For 35 years, Columbia Threadneedle Investments has been innovating and building a growing range of ESG orientated and client focused solutions.

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. Past performance should not be seen as an indication of future performance.

Risk ratings

Funds
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CT Universal MAP Defensive
3
3
2.5
21-44 (25)***
2.6
CT Universal MAP Cautious
4
4
2.8
45-54 (45)
3.2
CT Universal MAP Balanced
5
5
3.4
55-60 (60)
3.8
CT Universal MAP Growth
6
6
4.2
64-75 (70)
4.3
CT Universal MAP Adventurous
7
8
4.8
76-100 (95)
4.8
CT Universal MAP Income
5
5
3.3
61-63 (65)
3.9
CT Sustainable Universal MAP Defensive
3
3
2.5
21-44 (25)***
2.3
CT Sustainable Universal MAP Cautious
4
4
2.7
45-54 (45)
3.0
CT Sustainable Universal MAP Balanced
5
5
3.4
55-62 (60)
3.6
CT Sustainable Universal MAP Growth
6
6
4.1
63-75 (70)
4.2
CT Sustainable Universal MAP Adventurous
7
8
4.7
76-100 (95)
4.7

Data as at Q4 2023

*** FinaMetrica shows ‘best fit’ mapping as well as current fund

Meet our experts

We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.

Paul Niven
Head of Multi-Asset Solutions, EMEA and Fund Manager for the F&C Investment Trust
Keith Balmer
Portfolio Manager
Steven Bell
Chief Economist, EMEA
Paul Niven
Head of Multi-Asset Solutions, EMEA and Fund Manager for the F&C Investment Trust
Keith Balmer
Portfolio Manager
Steven Bell
Chief Economist, EMEA

Our Thinking​

3 February 2025

Tariff turmoil

A possible trade war is upon us, and it threatens to upend the established world order.
30 January 2025

Citywire NMA Podcast - How Columbia Threadneedle Investments delivers active investing at low cost

How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.
27 January 2025

The coming plunge in energy prices for the UK and Europe

High energy prices have been a major drag on the economies of the UK and rest of Europe ever since the Russian invasion of Ukraine.

Why Columbia Threadneedle for low-cost multi-asset

CT Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.

IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. Your capital is at risk.

 

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. In Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.