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FTF Martin Currie UK Equity Income W Inc (0P0000W9SJ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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161.90+0.10 (+0.06%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.53%
5-year average return4.53%
Number of years up10
Number of years down2
Best 1-yr total return (25 Apr 2024)23.89%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return23.89%
Worst 3-yr total return-0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000W9SJ.LCategory
YTD1.39%0.00%
1-month3.85%0.00%
3-month1.39%0.00%
1-year3.98%0.00%
3-year7.32%0.00%
5-year5.04%0.00%
10-year6.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000W9SJ.LCategory
2024
N/AN/A
2023
6.35%N/A
2022
2.36%N/A
2021
17.88%N/A
2020
-11.40%N/A
2019
23.66%N/A
2018
-8.86%N/A
2017
12.05%N/A
2016
15.32%N/A
2015
5.95%N/A
2014
7.36%N/A
2013
23.89%N/A
2012
12.95%N/A
2011
3.88%N/A
2010
11.71%N/A
2009
16.44%N/A
2008
-23.49%N/A
2007
1.51%N/A
2006
17.23%N/A
2005
19.62%N/A
2004
17.12%N/A
2003
19.80%N/A
2002
-14.16%N/A
2001
-6.94%N/A
2000
5.21%N/A
1999
13.20%N/A
1998
17.71%N/A
1997
29.55%N/A
1996
21.65%N/A
1995
22.40%N/A
1994
1.20%N/A
1993
33.32%N/A
1992
11.68%N/A
1991
16.39%N/A
1990
-11.86%N/A
1989
18.17%N/A
1988
-0.41%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.39%N/AN/AN/A
20233.70%-3.41%2.48%3.60%
20222.34%-4.70%-5.27%10.78%
20215.27%5.18%1.83%4.56%
2020-26.17%11.55%-4.44%12.58%
201911.46%3.21%0.87%6.56%
2018-5.47%7.91%-0.70%-10.01%
20174.42%2.64%1.73%2.77%
20161.22%3.74%8.57%1.16%
20155.77%-1.74%-3.12%5.23%
20141.19%3.39%-0.07%2.68%
201311.61%0.04%3.99%6.70%
20125.30%-0.55%4.94%2.79%
20111.54%4.03%-8.60%7.59%
20103.92%-8.77%12.64%4.61%
2009-12.31%7.89%17.24%4.98%
2008-10.08%-3.04%-7.47%-5.16%
20072.78%1.43%-2.80%0.18%
20067.73%-1.85%5.28%5.30%
20053.12%5.72%6.00%3.51%
20041.36%3.84%3.22%7.81%
2003-4.67%14.35%2.17%7.56%
20025.44%-8.26%-15.25%4.71%
2001-4.40%3.42%-12.17%7.17%
2000-4.05%3.47%0.51%5.44%
19998.80%0.96%-4.05%7.41%
199814.61%-0.12%-11.08%15.65%
19975.73%5.85%13.57%1.93%
19963.21%3.39%6.49%7.05%
19953.19%3.66%6.65%7.29%
19941.56%-5.06%4.24%0.69%
19937.43%4.20%7.49%10.80%
1992-2.64%9.73%-7.44%12.93%
199116.79%-1.03%9.62%-8.14%
1990-5.64%10.30%-18.50%3.92%
198914.00%2.73%-0.05%0.96%
19883.08%2.44%-5.00%-0.73%
1987-18.61%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month66
3-month75
1-year85
3-year35
5-year42

Load adjusted returns

1-year3.98%
3-year7.32%
5-year5.04%
10-year6.56%