LSE - Delayed Quote GBP

CT MM Lifestyle 4 D Acc (0P0000WJER.L)

0.9122
+0.0015
+(0.16%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.55%
5y Average Return 1.98%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Jan 22, 2025) 13.30%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 13.30%
Worst 3Y Total Return -0.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WJER.L
Category
YTD
3.73%
0.00%
1-Month
-1.29%
0.00%
3-Month
-0.72%
0.00%
1-Year
3.73%
0.00%
3-Year
-0.67%
0.00%
5-Year
1.90%
0.00%
10-Year
3.57%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WJER.L
Category
2024
3.73%
--
2023
6.15%
--
2022
-10.99%
--
2021
7.76%
--
2020
4.02%
--
2019
11.65%
--
2018
-4.65%
--
2017
7.82%
--

2016
8.24%
--
2015
4.05%
--
2014
5.77%
--
2013
13.30%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.00% 0.53% 1.89% -0.72%
2023 2.40% -1.35% -0.62% 5.74%
2022 -4.20% -6.40% -3.07% 2.41%
2021 1.38% 3.92% 0.90% 1.37%
2020 -12.66% 10.40% 1.05% 6.75%
2019 5.11% 2.36% 2.36% 1.38%
2018 -2.43% 3.04% -0.19% -4.97%
2017 3.30% 0.88% 0.50% 2.95%
2016 0.18% 0.12% 6.64% 1.19%
2015 5.13% -1.55% -2.63% 3.25%

2014 0.83% 1.26% 0.88% 2.69%
2013 6.32% -0.34% 3.60% 3.22%
2012 3.04% 2.91% -- --

Rank in Category (By Total Return)

YTD 90
1-Month 65
3-Month 74
1-Year 90
3-Year 84
5-Year 75

Load Adjusted Returns

1-Year 3.73%
3-Year -0.67%
5-Year 1.90%
10-Year 3.57%

Performance & Risk

YTD Return 1.55%
5y Average Return 1.98%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Columbia Threadneedle Fund Management Limited
Net Assets 119.75M
YTD Return 3.73%
Yield 1.75%
Morningstar Rating
Inception Date Jun 20, 2019

Fund Summary

null

Related Tickers

QSTAX Quantified STF Advisor
17.49
+2.70%
 
QSTFX Quantified STF Investor
18.48
+2.67%
 
INPSX ProFunds Internet UltraSector Svc
38.10
+2.64%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
592.13
+2.64%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
591.93
+2.64%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
416.22
+2.64%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
123.15
+2.63%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
84.67
+2.63%
 
INPIX ProFunds Internet UltraSector Inv
59.89
+2.62%
 
BSTSX BlackRock Technology Opportunities Svc
71.91
+2.35%
 
BTEKX BlackRock Technology Opportunities K
78.03
+2.35%
 
BGSCX BlackRock Technology Opportunities Fund
54.56
+2.34%
 
BGSRX BlackRock Technology Opportunities Fund
69.90
+2.34%
 
BGSIX BlackRock Technology Opportunities Fund
77.77
+2.34%
 
BGSAX BlackRock Technology Opportunities Fund
70.07
+2.34%
 
TSNIX T. Rowe Price Science & Tech I
54.96
+2.21%
 
ALGRX Alger Focus Equity I
85.68
+2.21%
 
ALGYX Alger Focus Equity Y
89.00
+2.20%
 
ALZFX Alger Focus Equity Z
88.65
+2.20%
 
ALAFX Alger Focus Equity A
84.95
+2.20%
 
ATVPX Alger 35 Z
19.10
+2.19%
 
ALCFX Alger Focus Equity C
76.09
+2.19%
 
PGKAX PGIM Jennison Technology A
28.66
+2.17%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
29.19
+2.17%
 
PGKRX PGIM Jennison Technology R6
29.25
+2.17%
 
PGKCX PGIM Jennison Technology C
27.14
+2.15%
 
MGLBX Marsico Global
27.69
+2.14%
 
FATIX Fidelity Advisor Technology Fund
141.01
+2.06%
 
FADTX Fidelity Advisor Technology A
123.75
+2.05%
 
FSPTX Fidelity Select Technology
38.27
+2.05%
 
FATEX Fidelity Advisor Technology Fund
111.40
+2.05%
 
FTHCX Fidelity Advisor Technology C
87.62
+2.05%
 
FIKHX Fidelity Advisor Technology Z
140.96
+2.05%
 
JATAX Janus Henderson Global Technology and Innovation Fund
62.30
+2.00%
 
JAGTX Janus Henderson Glb Tech and Innovt T
64.35
+2.00%
 
JNGTX Janus Henderson Glb Tech and Innovt D
65.42
+2.00%
 
JATIX Janus Henderson Global Technology and Innovation Fund
66.41
+1.98%
 
JATSX Janus Henderson Global Technology and Innovation Fund
59.83
+1.98%
 
JATNX Janus Henderson Global Technology and Innovation Fund
65.61
+1.97%
 
NWZLX Nationwide Loomis All Cap Gr A
19.42
+1.94%
 
CGTUX Columbia Global Technology Growth Inst3
99.35
+1.94%
 
CTHRX Columbia Global Technology Growth Inst2
98.84
+1.94%
 
CGTDX Columbia Global Technology Growth S
96.38
+1.94%
 
CMTFX Columbia Global Technology Growth Inst
96.38
+1.94%
 
NWADX Nationwide Loomis All Cap Gr Eagle
20.06
+1.93%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
20.10
+1.93%
 
CTHCX Columbia Global Technology Growth C
77.23
+1.93%
 
CTCAX Columbia Global Technology Growth A
91.03
+1.93%
 
NWZMX Nationwide Loomis All Cap Gr R6
20.18
+1.92%
 
FELTX Fidelity Advisor Semiconductors M
83.03
+1.90%
 
FELIX Fidelity Advisor Semiconductors I
97.53
+1.90%
 
FELAX Fidelity Advisor Semiconductors A
89.54
+1.90%
 
MIOFX Marsico International Opportunities
25.74
+1.90%
 
FIKGX Fidelity Advisor Semiconductors Z
97.84
+1.90%
 
FELCX Fidelity Advisor Semiconductors C
69.99
+1.89%
 
FSELX Fidelity Select Semiconductors
36.44
+1.87%
 
UPDDX Upright Growth & Income
21.45
+1.85%
 
SPFZX PGIM Jennison Focused Growth Z
31.36
+1.85%
 
WLCGX Wilshire Large Company Growth Instl
55.30
+1.82%
 
DTLGX Wilshire Large Company Growth Portfolio
44.84
+1.82%
 
PSGQX PGIM Jennison Focused Growth R6
31.46
+1.81%
 
PRJBX PGIM Jennison Global Opportunities R2
47.04
+1.77%
 
MFOCX Marsico Focus
31.00
+1.77%
 
PRJCX PGIM Jennison Global Opportunities C
41.47
+1.77%
 
PRJAX PGIM Jennison Global Opportunities A
46.72
+1.76%
 
PRJDX PGIM Jennison Global Opportunities R4
47.88
+1.76%
 
PRJQX PGIM Jennison Global Opportunities R6
48.64
+1.76%
 
PRJZX PGIM Jennison Global Opportunities Z
48.12
+1.76%
 
LGLRX Lord Abbett Growth Leaders Fund
48.47
+1.74%
 
LGLIX Lord Abbett Growth Leaders Fund
53.16
+1.74%
 
LGLFX Lord Abbett Growth Leaders Fund
52.69
+1.74%
 
LGLAX Lord Abbett Growth Leaders Fund
50.54
+1.73%
 
LGLQX Lord Abbett Growth Leaders Fund
48.35
+1.73%
 
ARTYX Artisan Developing World Investor
21.98
+1.71%
 
PRMTX T. Rowe Price Comm & Tech Investor
160.11
+1.70%
 
APDYX Artisan Developing World Fund
22.24
+1.69%
 
APGYX AB Large Cap Growth Fund
115.53
+1.69%
 
ALCKX AB Large Cap Growth K
102.91
+1.69%
 
TTMIX T. Rowe Price Comm & Tech I
160.87
+1.69%
 
ALLIX AB Large Cap Growth I
114.58
+1.69%
 
NWHTX Nationwide Bailard Tech & Sci R6
32.07
+1.68%
 
APHYX Artisan Developing World Fund
22.40
+1.68%
 
APGAX AB Large Cap Growth Fund
101.29
+1.68%
 
TPLGX T. Rowe Price Instl Large Cap Core Gr
75.35
+1.67%
 
NWHQX Nationwide Bailard Tech & Sci M
32.24
+1.67%
 
WIREX Wireless
20.18
+1.66%
 
NWHOX Nationwide Bailard Tech & Sci A
28.17
+1.66%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
31.86
+1.66%
 
MGRIX Marsico Growth
27.20
+1.64%
 
FTRNX Fidelity Trend
194.02
+1.63%
 
TBDZX PGIM Jennison Diversified Growth Z
19.98
+1.63%
 
FAGOX Fidelity Advisor Growth Opps M
185.06
+1.63%
 
FAGCX Fidelity Advisor Growth Opps I
210.12
+1.63%
 
FZAHX Fidelity Advisor Growth Opps Z
213.37
+1.62%
 
HRCAX Harbor Capital Appreciation Admin
112.69
+1.62%
 
HCAIX Harbor Capital Appreciation Inv
107.71
+1.62%
 
HNACX Harbor Capital Appreciation Retirement
119.02
+1.62%
 
HACAX Harbor Capital Appreciation Instl
118.54
+1.62%
 
STCZX Virtus Silvant Large-Cap Growth Stock Fund
16.31
+1.62%
 
FAGAX Fidelity Advisor Growth Opps A
188.91
+1.62%