CT Global Managed Portfolio Trust’s worldwide remit enables the fund’s managers to invest across a variety of sectors, regions, and investment managers. No possibility is excluded. They can select the right investment opportunities at the right time, with the aim of delivering robust long-term returns for investors.
Key takeaways:
- A worldwide remit allows the managers of CT Global Managed Portfolio Trust the freedom to invest across every region and sector in globe
- The wide range of investment companies they select are considered the optimum choice according to long-term economic conditions
- CT Global Managed Portfolio Trust has exposure to various regions, including the UK, US, Europe and China, and a range of sectors within those areas
Anyone looking for the best investment opportunities should have a full range of options to choose from. Hunting out the nuggets of gold takes time, but if you’ve reviewed every option out there, you can be sure you’ve got the very best.
CT Global Managed Portfolio Trust has a global remit for this reason. It means the fund’s managers have the freedom to review every region and sector around the world, making sure they only select the crème de la crème for their fund. No possibility is excluded, allowing access to a diverse range of global investment opportunities, with the aim of delivering robust long-term returns for investors.
The importance of a global outlook
CT Global Managed Portfolio Trust aims to offer investors access to a broad spectrum of global opportunities, covering a variety of geographies, sectors, and investment managers. A worldwide remit allows the fund’s managers to select the best opportunities from all around the globe, as they arise. They can move freely between regions and sectors, according to changing economic conditions. They can also move between investment managers, as their performance and exposures vary over time.
The flexibility of a global mandate is important too. CT Global Managed Portfolio Trust has both an income and a growth share class, so caters for a range of investor needs. A wide landscape of possibilities is key in allowing the fund to meet its dual aims. The freedom to invest across different regions and sectors allows the managers to deliver across both income and growth requirements.
A global range of holdings also increases the fund’s diversification. The idea of having a fully diversified fund is that if one region or sector is struggling, another may be excelling. A balance of assets lessens overall risk in the portfolio. The result is that performance isn’t dragged down too much by one underperforming sector. Performance itself tends to be more stable. A global remit allows for broad diversification, which is an effective way of lowering risk and smoothing long-term returns.
The freedom of a global range of investment opportunities enables CT Global Managed Portfolio Trust to deliver its track record of robust, long-term income and growth returns (although past performance is no indication of future performance).
How is CT Global Managed Portfolio invested?
Fund manager, Peter Hewitt, and his research team spend hundreds of hours carefully analysing the global fund landscape, looking for the right opportunities for CT Global Managed Portfolio Trust. The funds they select are considered the optimum choice according to long-term economic conditions.
The UK stock market has had a strong run this year (at the time of writing) , delivering four consecutive months of gains. CT Global Managed Portfolio Trust has been well positioned to benefit from this strength, as its biggest regional exposure is to the UK, at roughly 40% (exposure varies slightly between income and growth share classes) . Within the UK, the fund has plenty of sector variety, with exposure to investment companies which specialise in equity income, private equity and ‘all UK companies’ funds.
Expectations are for a cut in interest rates in the UK , which should continue to create a favourable climate for equities (otherwise known as stocks and shares). As CT Global Managed Portfolio Trust has the freedom to invest anywhere in the world, it can capitalise on these opportunities as they arise.
The fund’s second largest exposure is to North America at roughly 25% (exposure here also varies slightly between growth and income share classes) . The US has also been experiencing stronger growth this year, which CT Managed Portfolio Trust has been well positioned for. There’s plenty of sector variety within the US too, with exposure to technology funds as well as broader North American equity funds.
Europe makes up the third biggest exposure in the fund, at about 17%. China, Japan, and the Far East & Pacific also feature in the fund, albeit in lesser amounts. CT Global Managed Portfolio Trust has truly global exposure, with a variety of sector exposures too. The managers constantly scour the global investment landscape for the best opportunities.
Investing beyond borders
CT Global Managed Portfolio Trust is carefully constructed by Peter Hewitt and his team. They review opportunities from all over the world to make sure only the very best investment companies are selected for the fund. This flexibility enables the managers to move between regions and sectors, as long-term economic conditions change. The aim is to deliver robust growth or income for investors, and the freedom of a global remit makes this possible. CT Global Managed Portfolio Trust truly believes that investing beyond borders drives the best outcomes.
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.
1 As at 30 June 2024
2 The growth share class has 37% exposure to the UK and the income share class has 41% exposure to the UK (as at 30 June 2024)
3 As at 30 June 2024
4 The growth share class has 29% exposure to the US and the income share class has 22% exposure to the US (as at 30 June 2024)
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