LSE - Delayed Quote GBp

CT MM Lifestyle 7 B Acc (0P0000X1MS.L)

111.10 -0.10 (-0.09%)
At close: August 29 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 7.24%
5y Average Return 5.23%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Aug 29, 2024) 17.25%
Worst 1Y Total Return (Aug 29, 2024) --
Best 3Y Total Return 17.25%
Worst 3Y Total Return 1.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000X1MS.L
Category
YTD
7.82%
0.00%
1-Month
0.99%
0.00%
3-Month
3.14%
0.00%
1-Year
10.38%
0.00%
3-Year
2.71%
0.00%
5-Year
4.30%
0.00%
10-Year
5.99%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000X1MS.L
Category
2024
--
--
2023
7.21%
--
2022
-8.84%
--
2021
12.67%
--
2020
1.73%
--
2019
17.14%
--
2018
-9.61%
--
2017
17.25%
--

2016
14.02%
--
2015
2.72%
--
2014
4.92%
--
2013
16.22%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.25% 2.41% -- --
2023 2.44% -0.30% 0.10% 4.87%
2022 -3.87% -6.01% -2.17% 3.13%
2021 5.72% 5.17% 0.00% 1.34%
2020 -22.75% 15.41% 1.30% 12.64%
2019 7.47% 2.92% 1.58% 4.25%
2018 -3.73% 4.08% -0.42% -9.40%
2017 6.86% 2.06% 1.98% 5.42%
2016 0.37% 0.41% 11.45% 1.51%
2015 7.40% -1.97% -8.15% 6.23%

2014 -0.58% 1.90% 1.35% 2.18%
2013 10.21% -2.26% 4.71% 3.04%
2012 4.52% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 18
3-Month 42
1-Year 75
3-Year 59
5-Year 73

Load Adjusted Returns

1-Year 10.38%
3-Year 2.71%
5-Year 4.30%
10-Year 5.99%

Performance & Risk

YTD Return 7.24%
5y Average Return 5.23%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Columbia Threadneedle Fund Management Limited
Net Assets 57.12M
YTD Return 7.82%
Yield 1.78%
Morningstar Rating
Inception Date Jul 16, 2009

Fund Summary

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