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LSE - Delayed Quote GBP

TM Private Portfolio Trust A2000 Inc (0P0000YR2K.L)

18.53
+0.17
+(0.93%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.82%
5y Average Return 7.90%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 15.17%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 15.17%
Worst 3Y Total Return 2.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000YR2K.L
Category
YTD
-0.60%
0.00%
1-Month
-3.06%
0.00%
3-Month
-0.60%
0.00%
1-Year
2.37%
0.00%
3-Year
3.33%
0.00%
5-Year
8.20%
0.00%
10-Year
5.17%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000YR2K.L
Category
2024
7.87%
--
2023
12.53%
--
2022
-10.22%
--
2021
11.70%
--
2020
9.91%
--
2019
15.17%
--
2018
-4.02%
--
2017
7.72%
--

2016
9.34%
--
2015
0.41%
--
2014
7.26%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.74% -2.60% 4.66% 1.03%
2023 3.31% 3.08% -0.24% 5.93%
2022 -1.80% -9.48% -2.75% 3.85%
2021 5.85% 4.60% 1.29% -0.41%
2020 -10.33% 7.55% 5.69% 7.84%
2019 6.12% 3.08% 1.49% 3.74%
2018 -3.36% 3.64% 1.95% -6.00%
2017 2.76% 1.43% -0.24% 3.60%
2016 -1.19% 1.11% 4.66% 4.57%
2015 5.03% -3.39% -3.06% 2.09%

2014 -0.20% -0.10% 2.65% 4.79%
2013 0.00% 1.58% -- --

Rank in Category (By Total Return)

YTD 64
1-Month 82
3-Month 64
1-Year 76
3-Year 18
5-Year 6

Load Adjusted Returns

1-Year -6.10%
3-Year 0.46%
5-Year 6.54%
10-Year 4.38%

Performance & Risk

YTD Return 0.82%
5y Average Return 7.90%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Thesis Unit Trust Management Limited
Net Assets 203.47M
YTD Return -0.60%
Yield 0.97%
Morningstar Rating
Inception Date Nov 01, 2023

Fund Summary

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