LSE - Delayed Quote GBp

CT UK Z Acc GBP (0P0000X3IR.L)

207.60 +0.28 (+0.14%)
At close: April 26 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 3.36%
5y Average Return 2.89%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 26.37%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 26.37%
Worst 3Y Total Return -2.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000X3IR.L
Category
YTD
3.37%
0.00%
1-Month
3.80%
0.00%
3-Month
3.37%
0.00%
1-Year
7.82%
0.00%
3-Year
4.58%
0.00%
5-Year
3.74%
0.00%
10-Year
4.82%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000X3IR.L
Category
2024
--
--
2023
11.89%
--
2022
-5.86%
--
2021
10.12%
--
2020
-10.62%
--
2019
23.36%
--
2018
-11.88%
--
2017
11.24%
--

2016
13.37%
--
2015
6.68%
--
2014
3.83%
--
2013
26.37%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.37% -- -- --
2023 7.28% 0.28% -0.91% 4.98%
2022 -4.00% -7.21% -5.39% 11.71%
2021 4.85% 3.54% -0.77% 2.22%
2020 -30.11% 13.25% -3.32% 16.80%
2019 10.04% 3.82% 1.65% 6.23%
2018 -5.34% 8.36% -1.33% -12.94%
2017 5.24% 2.72% 0.76% 2.13%
2016 1.10% -0.74% 9.58% 3.10%
2015 5.88% -0.13% -4.70% 5.85%

2014 1.65% 0.34% -1.23% 3.07%
2013 12.97% -0.51% 4.65% 7.44%
2012 3.46% -- -- --

Rank in Category (By Total Return)

YTD 56
1-Month 81
3-Month 56
1-Year 59
3-Year 83
5-Year 84

Load Adjusted Returns

1-Year 4.59%
3-Year 3.52%
5-Year 3.11%
10-Year 4.50%

Performance & Risk

YTD Return 3.36%
5y Average Return 2.89%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Threadneedle Investment Services Ltd
Net Assets 818.71M
YTD Return 3.37%
Yield 2.39%
Morningstar Rating
Inception Date Mar 16, 2016

Fund Summary

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