Fact sheet: Threadneedle UK Equities

Fund information

Fund name
Threadneedle UK Equities TPZ
Fund company manager
Threadneedle Inv Services Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
-
Investment method
-

Quick stats

1 Year return

13.92 %

1 Year rank in sector

-

Sector

UT Not Yet Assigned

Yield
-
Fund size
-
FE Risk score

91

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.28 %6.56 %13.92 %44 %72.38 %
Sector1.99 %2.68 %5.48 %-0.7 %8.54 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund11.21 %15.69 %3.93 %2.07 %25.55 %
Sector5.47 %-13.3 %4.33 %2.85 %9.07 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.6
Beta1.34
Sharpe0.75
Volatility9.28
Tracking error5.2
Information ratio0.56
R-Squared0.73

Price movement

52 week high4077.03
52 week low3406.24
Current bid price0
Current offer price0
Current mid price4052.04

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-