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Threadneedle Managed Equity Income Fund Z Income GBP (0P000152A8.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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111.00+1.00 (+0.91%)
At close: 09:00PM BST

Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up5
Number of Years Down2
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 greater than 1 year are annualized.
Return0P000152A8.LCategory
YTD6.16%0.00%
1-Month5.01%0.00%
3-Month3.20%0.00%
1-Year27.33%0.00%
3-Year5.55%0.00%
5-Year4.59%0.00%
10-Year7.27%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000152A8.LCategory
2020
-3.07%N/A
2019
17.56%N/A
2018
-6.68%N/A
2017
6.20%N/A
2016
12.69%N/A
2015
4.47%N/A
2014
5.44%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
2020-20.71%11.82%-0.23%9.58%
20196.58%3.15%2.81%4.01%
2018-4.90%7.48%0.07%-8.77%
20173.27%2.26%0.06%0.50%
20161.30%1.90%7.07%1.95%
20156.24%-3.12%-2.55%4.16%
20141.36%1.64%-0.55%2.92%
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)

YTD53
1-Month50
3-Month62
1-Year87
3-Year79
5-Year91

Load Adjusted Returns

1-Year5.46%
3-Year3.24%
5-Year5.10%
10-Year6.85%