LSE - Delayed Quote GBp

TM Home Investor E Instl Gross (0P0000VZBU.L)

141.80 0.00 (0.00%)
At close: April 25 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -0.21%
5y Average Return -0.35%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 14.14%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 14.14%
Worst 3Y Total Return -1.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VZBU.L
Category
YTD
-0.28%
0.00%
1-Month
-0.35%
0.00%
3-Month
-0.28%
0.00%
1-Year
-10.82%
0.00%
3-Year
-1.51%
0.00%
5-Year
-0.34%
0.00%
10-Year
2.80%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VZBU.L
Category
2024
--
--
2023
-10.23%
--
2022
3.67%
--
2021
3.39%
--
2020
1.10%
--
2019
1.81%
--
2018
2.79%
--
2017
4.18%
--

2016
3.08%
--
2015
14.14%
--
2014
8.27%
--
2013
6.13%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.28% -- -- --
2023 0.38% 0.44% -2.26% -8.91%
2022 0.79% 1.56% 1.15% 0.13%
2021 0.41% 1.08% 0.80% 1.06%
2020 0.27% -0.27% 0.34% 0.75%
2019 0.42% 0.56% 0.48% 0.34%
2018 0.43% 0.07% 1.85% 0.42%
2017 0.45% 1.93% 0.36% 1.38%
2016 1.23% 0.53% -0.60% 1.90%
2015 2.72% 9.23% 0.16% 1.56%

2014 2.19% 3.53% 1.53% 0.80%
2013 1.39% 1.89% 0.98% 1.74%
2012 0.14% -- -- --

Rank in Category (By Total Return)

YTD 48
1-Month 86
3-Month 48
1-Year 99
3-Year 68
5-Year 55

Load Adjusted Returns

1-Year -11.72%
3-Year -1.84%
5-Year -0.54%
10-Year 2.70%

Performance & Risk

YTD Return -0.21%
5y Average Return -0.35%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Thesis Unit Trust Management Limited
Net Assets 73.35M
YTD Return -0.28%
Yield 11.80%
Morningstar Rating --
Inception Date Apr 21, 2020

Fund Summary

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