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Threadneedle Managed Equity Income Fund Retail Income GBP (0P00000DC3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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79.00-2.00 (-2.47%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up18
Number of years down5
Best 1-yr total return (Invalid Date)21.06%
Worst 1-yr total return (Invalid Date)-21.13%
Best 3-yr total return21.06%
Worst 3-yr total return-1.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000DC3.LCategory
YTD5.95%0.00%
1-month4.96%0.00%
3-month3.03%0.00%
1-year26.47%0.00%
3-year5.01%0.00%
5-year4.07%0.00%
10-year6.93%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000DC3.LCategory
2020
-3.57%N/A
2019
17.00%N/A
2018
-7.12%N/A
2017
5.66%N/A
2016
12.08%N/A
2015
4.00%N/A
2014
5.37%N/A
2013
21.06%N/A
2012
15.40%N/A
2011
0.39%N/A
2010
14.32%N/A
2009
18.38%N/A
2008
-21.13%N/A
2007
6.40%N/A
2006
15.01%N/A
2005
17.61%N/A
2004
12.22%N/A
2003
12.78%N/A
2002
-14.20%N/A
2001
-5.80%N/A
2000
0.48%N/A
1999
11.02%N/A
1998
13.27%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.74%11.63%-0.37%9.40%
20196.45%3.05%2.74%3.81%
2018-4.96%7.28%0.03%-8.93%
20173.16%2.14%-0.05%0.33%
20161.10%1.79%6.95%1.84%
20156.06%-3.24%-2.62%4.06%
20141.36%1.64%-0.55%2.85%
20139.42%0.84%5.19%4.30%
20126.78%-1.38%6.14%3.24%
20112.29%2.48%-9.43%5.74%
20105.60%-6.83%10.10%5.53%
2009-9.71%9.21%17.50%2.17%
2008-7.45%-2.39%-7.51%-5.61%
20071.78%1.68%-0.21%3.02%
20067.09%-2.28%3.97%5.71%
20052.16%4.72%5.65%4.06%
20042.02%1.18%2.28%6.30%
2003-4.43%9.37%2.39%5.39%
20022.26%-7.34%-11.22%2.00%
2001-4.36%1.00%-9.10%7.29%
2000-1.17%-0.22%1.04%0.85%
19994.34%1.48%-3.95%9.16%
199810.28%0.68%-5.88%8.38%
19970.80%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month53
3-month65
1-year90
3-year85
5-year94

Load adjusted returns

1-year4.90%
3-year2.73%
5-year4.59%
10-year6.52%