CT UK Equity Opportunities Ins Acc GBP (0P00018VY3.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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CT UK Equity Opportunities Ins Acc GBP
London EC4N 6AG
Cannon Place, 78 Cannon Street
44-20-7464-5000
Management information
,Lead manager since 31 August 2023
Catherine Stanley is a Managing Director and Head of the Global Small Cap team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Smaller Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyThreadneedle Investment Services Ltd
Net assets67.03M
YTD return-0.74%
Yield1.62%
Morningstar rating★★★
Inception date20 Oct 2016
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover123.00%
Average for categoryN/A
Fees and expenses
Expense0P00018VY3.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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