Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBP

FTF Martin Currie UK Mid Cap W Acc (0P0000W9SO.L)

2.5410
+0.0210
+(0.83%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.98%
5y Average Return 4.23%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 42.30%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 42.30%
Worst 3Y Total Return -6.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000W9SO.L
Category
YTD
-7.18%
0.00%
1-Month
-3.65%
0.00%
3-Month
-7.18%
0.00%
1-Year
-9.39%
0.00%
3-Year
-1.91%
0.00%
5-Year
4.83%
0.00%
10-Year
3.08%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000W9SO.L
Category
2024
-0.80%
--
2023
9.50%
--
2022
-19.78%
--
2021
19.06%
--
2020
-14.19%
--
2019
42.30%
--
2018
-13.46%
--
2017
26.43%
--

2016
-0.23%
--
2015
14.55%
--
2014
2.05%
--
2013
37.79%
--
2012
27.61%
--
2011
-5.98%
--
2010
32.72%
--
2009
45.02%
--
2008
-27.03%
--
2007
1.64%
--
2006
34.08%
--
2005
30.68%
--
2004
25.22%
--
2003
35.48%
--
2002
-25.37%
--
2001
-14.17%
--
2000
3.15%
--
1999
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.63% 1.83% 3.11% -7.03%
2023 1.37% -1.31% 0.33% 9.09%
2022 -14.30% -10.04% -9.67% 15.19%
2021 5.67% 6.24% 4.75% 1.24%
2020 -34.73% 13.41% -3.15% 19.70%
2019 10.97% 6.77% 5.53% 13.81%
2018 -2.73% 6.70% -3.28% -13.79%
2017 6.51% 6.02% 4.41% 7.23%
2016 -2.95% -10.14% 11.93% 2.20%
2015 8.59% 4.57% -3.46% 4.49%

2014 2.81% -6.80% 0.82% 5.64%
2013 14.83% 0.47% 7.69% 10.90%
2012 17.51% -6.42% 10.38% 5.13%
2011 0.64% 5.53% -17.60% 7.45%
2010 8.41% -5.25% 16.47% 10.93%
2009 -2.66% 16.67% 23.16% 3.68%
2008 -3.31% -4.98% -12.31% -9.43%
2007 5.63% -0.78% -2.86% -0.16%
2006 10.60% -2.71% 9.36% 13.93%
2005 4.70% 2.82% 9.61% 10.75%
2004 8.90% 1.19% 0.82% 12.71%
2003 -8.04% 27.89% 11.74% 3.09%
2002 3.99% -9.88% -20.50% 0.18%
2001 -8.05% 2.89% -18.70% 11.59%
2000 6.16% -0.20% 1.20% -3.79%
1999 22.51% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 25
3-Month 91
1-Year 100
3-Year 67
5-Year 77

Load Adjusted Returns

1-Year -9.39%
3-Year -1.91%
5-Year 4.83%
10-Year 3.08%

Performance & Risk

YTD Return -2.98%
5y Average Return 4.23%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Franklin Templeton Fund Management Ltd
Net Assets 410.87M
YTD Return -7.18%
Yield 2.98%
Morningstar Rating
Inception Date Sep 21, 2012

Fund Summary

Related Tickers