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CT Unive

Price: 73.4800GBX

Change: -0.11%

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CT Universal MAP Cautious C Acc

CT Universal MAP Cautious C Acc

ISIN:

GB00BF99VY38

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Volatility Managed

Income type:

Accumulation

Price:

73.4800GBX

02 April 2026

Last change:

-0.11%

1 year change:

8.55%

5 year annualised return:

3.74%

12 month yield:

2.40%

Key Investor Information Document (KIID)
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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • CT Universal MAP Cautious C Acc
  • IA Volatility Managed
  • IA Mixed Investment 20-60% Shares

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25 31/03/25 to 31/03/26
CT Universal MAP Cautious C Acc 2.54% -5.30% 8.99% 4.80% 6.93%
IA Volatility Managed 4.04% -4.60% 9.63% 3.46% 10.13%
IA Mixed Investment 20-60% Shares 2.73% -4.80% 7.71% 3.71% 8.89%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
CT Universal MAP Cautious C Acc -1.25% 0.05% 8.55% 7.25% 3.74%
IA Volatility Managed -0.17% 2.08% 12.49% 8.04% 4.64%
IA Mixed Investment 20-60% Shares 0.11% 2.26% 10.82% 7.03% 3.75%

Fund Objective: The Fund seeks to provide long term growth (combining capital and income) consistent with a cautious volatility level over the long term. The Fund is actively managed. It is not constrained by its comparitor benchmark, the IA Mixed Investment 20-60% Shares Sector. It is not constrained by any particular asset allocation regarding geography, industry, or sector. The Fund aims to achieve its objective by gaining exposure to a range of global asset classes. At any point the Fund may be invested in collective investment schemes, equities, fixed income securities including both government and non-government bonds, real estate investment trusts and derivatives. Typically, the Fund will maintain an exposure to equities of between 20% - 60% of the portfolio, which in the investment manager's view, is consistent with the Fund's aim to maintain a cautious volatility level.

Manager name:

Columbia Threadneedle Investments

Manager start date:

10 November 2017

Investment style:

Cautious

Region (geographical):

Global

Manager Biography:

Paul Niven is Head of Asset Allocation, EMEA at Columbia Threadneedle Investments. He joined the company in 2021 following the acquisition of BMO’s EMEA asset management business. Paul is responsible for strategic and tactical input to the company’s asset allocation process, as well as managing a range of institutional mandates and the F&C Investment Trust. Previously, Paul was Managing Director, Multi-Asset Solutions, of BMO Global Asset Management with responsibility for strategic and tactical portfolio construction across a range of multi-asset portfolios, as well as manager selection for several institutional mandates. During his 25 years with BMO GAM and predecessor firms, he held a range of senior asset allocation and strategy roles including Chair of the Global Asset Allocation Committee. He has worked in the financial services industry since 1996. Paul has a BA (Hons) in Accounting and Economics and MPhil in Finance from the University of Strathclyde and is a member of the UK CFA Institute.

Benchmark:

IA Mixed Investment 20-60% Shares

Sector:

IA Volatility Managed

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.29%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Scottish Widows The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 570,337,663.23 GBX

Chart date: April 2, 2026

Top 10 Holdings

Top 10 Holdings
Security Weight
Msci emerging markets index 4.10%
Ct gbp corporate bond fund 2.00%
Russell 2000 index 1.90%
Nvidia corporation 1.80%
Apple inc. 1.70%
Us treasury 3.875% april 2030 1.10%
Topix small index 1.00%
Us 5y treasury future 1.00%
German 5y bund future 1.00%
Microsoft corporation 0.90%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
Global Corporate Bonds 24.20%
North America Equity 21.70%
UK Equity 13.60%
Global ex UK Govt Bonds 9.80%
Emerging Markets Equity 8.40%
UK Gilts 7.50%
Europe ex UK Equity 4.20%
UK Index Linked 4.10%
High Yield 3.40%
Japan Equity 2.30%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about Scottish Widows’ approach to responsible investments.