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Threadneedle Managed Equity Fund Z Accumulation GBP (0P000152A4.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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151.00-2.00 (-1.31%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up6
Number of years down1
Best 1-yr total return (Invalid Date)24.79%
Worst 1-yr total return (Invalid Date)-24.99%
Best 3-yr total return24.79%
Worst 3-yr total return-1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000152A4.LCategory
YTD5.90%4.05%
1-month4.78%0.96%
3-month3.00%4.05%
1-year34.52%17.76%
3-year11.03%8.14%
5-year8.95%8.79%
10-year8.67%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000152A4.LCategory
2020
12.72%N/A
2019
19.34%N/A
2018
-7.02%N/A
2017
12.93%N/A
2016
14.64%N/A
2015
6.08%2.29%
2014
4.89%5.14%
2013
18.30%14.85%
2012
11.16%10.54%
2011
-7.60%-5.89%
2010
18.31%12.27%
2009
24.79%19.80%
2008
-24.99%-20.02%
2007
13.07%3.46%
2006
12.89%8.79%
2005
24.83%17.77%
2004
9.25%9.82%
2003
18.37%16.63%
2002
-21.91%-14.25%
2001
-11.42%-7.90%
2000
-3.43%0.15%
1999
35.93%17.37%
1998
16.76%10.53%
1997
N/A15.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-12.78%14.95%2.90%9.26%
20197.63%5.75%1.73%3.07%
2018-3.93%5.26%2.01%-9.87%
20174.84%2.27%1.85%3.41%
20160.55%2.80%8.00%2.69%
20157.32%-2.59%-4.80%6.59%
20140.22%1.05%0.79%2.76%
201311.42%-0.92%2.49%4.56%
20128.58%-4.30%4.32%2.55%
20110.18%1.82%-14.27%5.67%
20107.70%-9.30%9.82%10.29%
2009-5.98%8.28%18.57%3.38%
2008-9.60%-0.84%-13.21%-3.59%
20073.31%5.43%1.59%2.18%
20069.69%-5.45%2.19%6.52%
20051.87%4.79%10.09%6.23%
20042.60%-0.48%0.83%6.12%
2003-5.42%11.73%5.74%5.93%
20022.53%-10.08%-17.04%2.10%
2001-8.24%2.01%-14.89%11.18%
20003.63%-1.89%-0.34%-4.70%
19998.61%5.51%-3.06%22.36%
199814.77%3.04%-14.79%15.87%
1997-4.45%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month45
3-month63
1-year19
3-year19
5-year32

Load adjusted returns

1-year19.69%
3-year8.29%
5-year10.69%
10-year8.44%