Fact sheet: Threadneedle UK Equities

Fund information

Fund name
Threadneedle UK Equities TPZ
Fund company manager
Threadneedle Inv Services Ltd
Fund type
OIC
Fund objective
-
Benchmark
-
Investment style
-
Investment method
-

Quick stats

1 Year return

24.56 %

1 Year rank in sector

-

Sector

UT Not Yet Assigned

Yield
-
Fund size
-
FE Risk score

93

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.42 %9.62 %22.48 %31.58 %85.7 %
Sector1.05 %6.27 %4.85 %-3.44 %13.61 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund9.12 %15.69 %3.93 %2.07 %25.55 %
Sector5.39 %-13.3 %4.33 %2.85 %9.07 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-1.12
Beta1.42
Sharpe0.64
Volatility9.48
Tracking error5.08
Information ratio0.36
R-Squared0.78

Price movement

52 week high4049.19
52 week low3051.01
Current bid price0
Current offer price0
Current mid price3975.98

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-