CT Global Emerging Markets Equity Fund Retail Accumulation GBP

Strategie

The Fund is actively managed, and invests at least 75% of its assets in equities and equity-related securities of emerging market companies. There is no restriction on size, but investment tends to focus on larger companies. The Fund considers emerging market companies to be those domiciled in, or which have significant business operations in emerging market countries. Emerging market countries are those characterised as developing or emerging by the World Bank, the United Nations, or the Index. The Index captures the share performance of large and medium-sized companies across emerging markets worldwide and provides a suitable target benchmark against which Fund performance will be evaluated over time. The Investment Manager selects companies considered to have good prospects for share price growth across different sectors and typically invests in fewer than 100 companies, including some companies not within the Index. The Investment Manager also seeks to create a portfolio that compares favourably against the Index over rolling 12-month periods, when assessed using the Columbia Threadneedle ESG Materiality Rating model. This model (developed and owned by Columbia Threadneedle Investments) analyses company data to assess how effectively material environmental, social and governance (ESG) risks and opportunities are being managed. If sufficient data is available, the combined results are expressed as a numerical rating to indicate how much exposure a company has to material ESG risks and opportunities in a particular industry.

Ziel

The Fund aims to achieve investment growth over the long term (5 years, or more). It also looks to outperform the MSCI Emerging Markets Index (the "Index") over rolling 3-year periods, after the deduction of charges.