Fact sheet: Threadneedle (L)UK Eq Inc

Fund information

Fund name
Threadneedle (Lux) UK Equity Income ZG GBP
Fund company manager
Threadneedle (Lux)
Fund type
SIB
Fund manager(s)
Richard Colwell
since 05/10/2016
Fund objective
The aim of the Fund is to provide income with the potential to grow the amount you invested.The Fund invests at least two-thirds of its assets in shares of companies in the UK or companies that have significant operations there.
Benchmark
No Specified Index
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.79 %

1 Year rank in sector

39/68

Sector

FO Equity - UK

Yield
-
Fund size

£ 71.4 m

FE Risk score

93

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.81 %3.51 %11.79 %0 %0 %
Sector3.79 %4.62 %12.54 %34.37 %59.18 %
Rank within sector46 / 7246 / 7139 / 68 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund9 %0 %0 %0 %0 %
Sector10.23 %8.85 %4.85 %1 %23.66 %
Rank within sector38 / 70 / / / /
Quartile th3 rd th th th th

Price movement

52 week high11.03
52 week low9.35
Current bid price0
Current offer price0
Current mid price10.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-