We are delighted that CT Global Portfolio Managed Trust has been awarded the ‘Best Investment Trust for Growth’ by the prestigious Online Money Awards 2024. This award validates the success of our investment approach, and recognises the hard work that goes into delivering excellence for investors.
Key takeaways:
- Investment professionals voted CT Global Portfolio Managed Trust ‘Best Investment Trust for Growth’ at the Online Money Awards 2024.
- This award recognises CT Global Portfolio Managed Trust’s robust track record and unique attributes.
- The fund’s manager, Peter Hewitt, is proud to have won this award, which acknowledges the success of his approach.
CT Global Portfolio Managed Trust has been awarded the ‘Best Investment Trust for Growth’ by the prestigious Online Money Awards 2024. Winning this award illustrates the strength of our investment approach, and the expertise of our team at CT Global Managed Portfolio Trust.
The Online Money Awards 2024 are voted for by other investment professionals, including UK private investors and traders. We are delighted that our industry colleagues voted CT Global Portfolio Managed Trust number one in the ‘Best Investment Trust for Growth’ category. Fund manager, Peter Hewitt, commented, “We are proud of this award and thank investors for their trust in us”.
Best Growth Investment Trust
The Online Money Awards 2024 aim to champion service, innovation, market research tools, and low-cost access to markets. Funds should deliver excellence across these categories to be among the winners, so we are thrilled to see our efforts recognised.
We think this success is partly because CT Global Portfolio Managed Trust offers investors a unique proposition. Fund manager, Peter Hewitt, and his team curate a selection of the optimum funds from all over the world, to build a globally diversified fund of funds. The fund’s broad diversification aims to deliver attractive returns at a lower risk than investing in fewer assets.
This global diversification is at the heart of the fund’s success, as Peter confirms, “We are able to provide capital growth from a diversified portfolio of investment companies that have underlying investment exposures across a range of geographic regions and sectors”.
But it’s the ability to switch between income and growth which truly differentiates the fund. CT Global Portfolio Managed Trust has a simple conversion facility which means investors can shift between income or growth strategies once a year. The income strategy aims to deliver a regular payment, whereas the growth strategy aims to increase the value of the original investment, or capital.
This flexible structure allows for changing circumstances, and for moves in market conditions, as Peter comments, “The flexibility of our structure allows us to make adjustments according to market conditions and personal circumstances of investors. When markets change, so can the fund’s strategy so that we can maximise investor returns”.
Evidence of success
Beyond winning Online Money Awards 2024 ‘Best Investment Trust for Growth’, CT Global Portfolio Managed Trust’s performance track record also evidences its success. Income investors have enjoyed an increase in their dividend payment each of the last 13 years. Growth investors have seen net asset value compound annual growth rates (to 31 May 2024) of 9.1% over 15 years, outperforming the FTSE All-Share Index (total return) which returned 8.6% over the same period.1
This robust performance illustrates the success of our philosophy, as Peter comments, “Our investment approach prioritises maximising the total returns for our clients, and this is something that we take pride in with our growth portfolio”. Although it’s important to note that past performance is no indication of future performance.
Hard work and decades of experience
The fund’s success can be attributed to the hard work and expertise of fund manager, Peter Hewitt, and his research team. By investing in CT Global Managed Portfolio Trust, it’s Peter and the team you are entrusting with your hard-earned savings.
As Peter first worked as a fund manager in 1983, he certainly has the decades of experience any potential investor would seek. He’s held positions in US and UK teams with responsibility for a variety of pension funds and investment trusts. This has given him a huge amount of experience in truly understanding how to manage investment opportunities.
Any experienced fund manager is supported by a comprehensive research team. At Colombia Threadneedle, we are proud of our 650-strong global team of investment professionals, who span almost every asset class and market. We place a strong focus on research as we believe independent thought leads to smarter decisions.
Winning this award was significant for Peter and the rest of the team, as he acknowledges, “This award recognises the expertise and the constant hard work of the investment research team in the Growth Portfolio, and we feel evermore confident in our Investment Approach”.
An award-winning growth fund
We are delighted that CT Global Managed Portfolio Trust has won this prestigious ‘Best Investment Trust for Growth’ award, as voted for by investment professionals. We believe it acknowledges the success of our approach, our hard work, and the fund’s overall track record. CT Global Managed Portfolio Trust is an award-winning growth fund for plenty of strong reasons.
Investment risks
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.
There is no guarantee that dividends will continue to be paid.
1 Source: CT Global Managed Portfolio Trust 2024 Annual Report and Accounts
Issued by Columbia Threadneedle Management Limited and approved for distribution 07/11/24.
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