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Threadneedle Managed Equity Focused Fund Z Accumulation GBP (0P000152A9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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143.00-2.00 (-1.38%)
As of 09:00PM BST. Market open.

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)20.46%
Worst 1-yr total return (Invalid Date)-19.31%
Best 3-yr total return20.46%
Worst 3-yr total return-0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000152A9.LCategory
YTD4.52%0.00%
1-month4.07%0.00%
3-month2.12%0.00%
1-year29.62%0.00%
3-year8.89%0.00%
5-year7.09%0.00%
10-year7.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000152A9.LCategory
2020
8.68%N/A
2019
18.30%N/A
2018
-6.89%N/A
2017
10.11%N/A
2016
11.96%N/A
2015
6.03%N/A
2014
5.20%N/A
2013
16.32%N/A
2012
10.70%N/A
2011
-6.60%N/A
2010
15.99%N/A
2009
20.46%N/A
2008
-19.31%N/A
2007
10.66%N/A
2006
11.30%N/A
2005
20.88%N/A
2004
8.98%N/A
2003
16.67%N/A
2002
-18.23%N/A
2001
-9.69%N/A
2000
-2.32%N/A
1999
23.04%N/A
1998
14.86%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.85%13.58%2.61%8.24%
20197.24%5.42%1.83%2.76%
2018-3.78%5.08%1.54%-9.31%
20174.08%2.04%1.23%2.43%
20160.91%1.99%6.74%1.91%
20156.96%-2.50%-3.71%5.59%
20140.48%0.93%0.79%2.91%
20139.58%-0.57%2.31%4.34%
20127.47%-3.42%4.27%2.28%
20110.38%1.24%-12.33%4.84%
20106.72%-8.12%9.41%8.12%
2009-6.16%7.42%16.50%2.58%
2008-7.07%-1.34%-10.33%-1.85%
20072.36%4.06%1.44%2.41%
20068.27%-4.06%1.99%5.07%
20051.85%4.30%8.33%5.04%
20042.11%-0.21%1.11%5.78%
2003-4.78%11.27%4.23%5.64%
20022.00%-8.30%-14.33%2.05%
2001-6.91%1.17%-12.09%9.08%
20002.34%-1.21%-0.40%-3.00%
19995.81%3.13%-4.12%17.59%
199811.75%2.25%-10.01%11.71%
1997-2.17%N/AN/AN/A

Rank in category (by total return)

YTD48
1-month44
3-month54
1-year19
3-year21
5-year34

Load adjusted returns

1-year15.16%
3-year6.70%
5-year8.38%
10-year7.21%