About us
Learn more about the Growth and Income Portfolios within CT Global Managed Portfolio, our Fund Manager & our Board.
Meet the Fund Managers
CT Global Managed Portfolio Trust is a ‘multi-manager’ or managed investment trust.
This means it invests in a range of investment companies. In turn, this can give you exposure to different investment providers and markets by using one investment trust.
There are two portfolios available to choose from with CT Global Managed Portfolio Trust:
CT Global Managed Portfolio Trust Income (CMPI) – The objective for this Portfolio is to provide investors with an attractive level of income, with the potential for income and capital growth. Income dividends are paid quarterly.
CT Global Managed Portfolio Trust Growth (CMPG) – The objective for this Portfolio is to provide investors with capital growth.
Adam Norris is an investment manager in Columbia Threadneedle's EMEA Multi-Asset Solutions team, led by Paul Niven. Adam joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having joined the firm in 2013 when it was known as F&C Investments. Adam joined the Multi-Manager team in February 2016.
Adam graduated with a BA in Economics and Politics from University of Leicester. He is a CFA Charterholder and has attained the CFA Institute ESG Certificate as well as the Investment Management Certificate.
Paul Green is an investment manager in Columbia Threadneedle's EMEA Multi-Asset Solutions team, led by Paul Niven. Paul joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having joined the firm's Multi-Manager team in 2007. Prior to this, Paul worked at Credit Suisse Asset Management from 2001 to 2007 having been with Rothschild Asset Management before this.
Paul holds the Investment Administration Qualification (IAQ), the Investment Management Certificate, the CISI Level 6 Certificate in Private Client Investment Advice and Management as well as the CISI Diploma.
Income or Growth Portfolios
The Trust’s investments are managed in two separate portfolios; the CT Global Managed Portfolio Trust Income and the CT Global Managed Portfolio Trust Growth, to which the Income shares and the Growth shares are respectively entitled. The investment objective for each portfolio is:
CT Global Managed Portfolio Trust Income (CMPI)
The Income Portfolio will invest in a diversified portfolio of at least 25 investment companies:
- that have underlying investment exposures across a range of geographic regions and sectors.
- that focus on offering an income yield above the yield of the FTSE All-Share Index.
CT Global Managed Portfolio Trust Growth (CMPG)
To provide Growth shareholders with capital growth from a diversified portfolio of investment companies.
The Growth Portfolio will invest in a diversified portfolio of at least 25 investment companies:
- that have underlying investment exposures across a range of geographic regions and sectors.
- the focus of which will be to maximise total returns, principally through capital growth.
The benchmark index for both the Income Portfolio and the Growth Portfolio is the FTSE All-Share Index.
Our investment approach
The Company invests principally in closed ended investment companies, wherever incorporated, which are listed on the Official List of the UK Listing Authority. The majority of the Company’s holdings comprise equity investments although it is permitted to invest in other securities issued by investment companies.
The Company is permitted to invest in other closed ended investment companies, wherever incorporated, whose shares are traded on AiM or a Regulated Exchange (other than the Official List of the UKLA) up to a maximum of 25 per cent of the total assets of the relevant Portfolio.
In accordance with the Listing Rules of the UK Listing Authority, the Company will not invest more than 10 per cent of its total assets in other UK listed investment companies that themselves may invest more than 15 per cent of their total assets in other UK listed investment companies.
There are no maximum levels set for underlying exposures to geographic regions or sectors. No investment in either Portfolio may exceed 15 per cent of the relevant Portfolio’s total assets at the time of the latest purchase.
There are no defined limits on securities and accordingly the Company may invest up to 100 per cent of total assets in any particular type of security.
The Company may use derivatives, principally, for the purpose of efficient portfolio management, including protecting the Portfolios against market falls.
The Company may use borrowings in either Portfolio. Borrowings are not normally expected to exceed 20 per cent of the total assets of the relevant Portfolio. Under the Company’s Articles of Association the maximum borrowing limit is 50 per cent of the total assets of the relevant Portfolio.
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. 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.
Fund Facts
Investment Manager | Columbia Threadneedle Investment Business Limited |
Benchmark | FTSE All-Share Index |
AIC sector* | Flexible Investment |
Launch date | 01.04.2008 |
Total assets | £152.4 million (as at 30.04.25) |
Currency | Sterling |
ISIN | GB00B2PP3J36 (Income shares)
GB00B2PP2527 (Growth shares) |
SEDOL | B2PP3J3 (Income shares) |
Ticker symbol | CMPI (Income shares) or CMPG (Growth shares) |
Key Dates
Annual general meeting | September |
Year end | May |
Dividends paid | January, April, July, October |
Our Board
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 us, through a Financial Adviser or a wide range of companies.
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