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CT UK Sustainable Eq Ins Acc (0P0001HESQ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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122.98+0.35 (+0.29%)
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CT UK Sustainable Eq Ins Acc

London EC4N 6AG

Cannon Place, 78 Cannon Street

44-20-7464-5000
Management information
,Lead manager since 1 November 2018
Sonal Sagar is a fund manager on the UK equities team with responsibility for researching UK companies in the leisure, healthcare and life insurance sectors. She is the lead manager of the CT UK Sustainable Equity Fund as well as deputy portfolio manager on a number of institutional and core mandates, in addition to the CT UK Institutional Fund. Prior to this, Sonal worked at Jefferies International latterly covering European Aerospace & Defence and before this European Pharmaceuticals. Before Jefferies she was at Nomura International as an analyst in Equity Capital Markets. Sonal holds the Chartered Financial Analyst designation and a BSc in Economics, Politics and International Studies from the University of Warwick.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyThreadneedle Investment Services Ltd
Net assets131.37M
YTD return3.18%
Yield2.07%
Morningstar rating★★★
Inception date25 May 2022

Fund operations

Last dividend0.01
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001HESQ.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A