LSE - Delayed Quote GBp

CT UK Equity Opportunities Fund (0P0000ZQ9W.L)

131.69 +1.21 (+0.93%)
As of February 29 at 8:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.95%
5y Average Return 3.82%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Feb 29, 2024) 17.93%
Worst 1Y Total Return (Feb 29, 2024) --
Best 3Y Total Return 17.93%
Worst 3Y Total Return -2.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ZQ9W.L
Category
YTD
-0.68%
0.00%
1-Month
-0.68%
0.00%
3-Month
6.52%
0.00%
1-Year
9.19%
0.00%
3-Year
9.31%
0.00%
5-Year
4.24%
0.00%
10-Year
5.23%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ZQ9W.L
Category
2023
14.82%
--
2022
-1.83%
--
2021
15.89%
--
2020
-15.23%
--
2019
17.78%
--
2018
-8.09%
--
2017
9.30%
--
2016
17.93%
--

2015
2.44%
--
2014
3.31%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 5.85% 0.34% 4.14% 3.80%
2022 -2.07% -3.80% -6.45% 11.37%
2021 9.66% 3.35% 1.07% 1.17%
2020 -32.21% 11.67% -4.84% 17.66%
2019 6.65% 0.57% 3.86% 5.73%
2018 -4.89% 11.21% -1.00% -12.22%
2017 4.88% 2.65% 1.19% 0.33%
2016 2.60% 2.80% 8.42% 3.12%
2015 5.26% -1.17% -5.10% 3.76%
2014 1.34% -0.37% -0.82% 3.17%

2013 7.55% -- -- --

Rank in Category (By Total Return)

YTD 42
1-Month 42
3-Month 92
1-Year 4
3-Year 13
5-Year 51

Load Adjusted Returns

1-Year 5.91%
3-Year 8.21%
5-Year 3.60%
10-Year 4.91%

Performance & Risk

YTD Return -1.95%
5y Average Return 3.82%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Threadneedle Investment Services Ltd
Net Assets 67.03M
YTD Return -0.68%
Yield 2.26%
Morningstar Rating
Inception Date Oct 20, 2016

Fund Summary

Related Tickers

RYZCX Rydex Precious Metals C
31.55
+2.60%
 
RYMPX Rydex Precious Metals H
38.96
+2.58%
 
RYMNX Rydex Precious Metals A
40.61
+2.58%
 
RYPMX Rydex Precious Metals Inv
43.81
+2.58%
 
FEURX First Eagle Gold R6
30.57
+2.14%
 
FEGOX First Eagle Gold C
26.51
+2.12%
 
SGGDX First Eagle Gold A
29.43
+2.12%
 
FEGIX First Eagle Gold I
30.47
+2.11%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
28.09
+1.48%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
31.26
+1.46%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
31.56
+1.45%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
33.04
+1.44%
 
WWNPX Kinetics Paradigm No Load
122.06
+1.38%
 
KNPYX Kinetics Paradigm Instl
123.86
+1.38%
 
KNPAX Kinetics Paradigm Adv A
115.96
+1.37%
 
KNPCX Kinetics Paradigm Adv C
103.48
+1.37%
 
FSENX Fidelity Select Energy Portfolio
62.11
+1.19%
 
ENPSX ProFunds UltraSector Energy Fund
38.47
+1.18%
 
FIKAX Fidelity Advisor Energy Z
50.56
+1.18%
 
FANIX Fidelity Advisor Energy I
50.60
+1.18%
 
FNRCX Fidelity Advisor Energy C
43.28
+1.17%
 
FANAX Fidelity Advisor Energy A
47.61
+1.17%
 
FAGNX Fidelity Advisor Energy M
48.92
+1.16%
 
ENPIX ProFunds UltraSector Energy Fund
45.47
+1.16%
 
FNARX Fidelity Natural Resources Fund
46.93
+1.08%
 
KSOAX Kinetics Small Cap Opportunities Adv A
156.47
+1.03%
 
KSCOX Kinetics Small Cap Opportunities No Load
163.42
+1.03%
 
KSCYX Kinetics Small Cap Opportunities Inst
167.61
+1.02%
 
KSOCX Kinetics Small Cap Opportunities Adv C
146.35
+1.02%
 
AVALX Aegis Value I
41.31
+1.00%
 
MICFX Matthews China Instl
15.40
+0.98%
 
MCHFX Matthews China Fund
15.42
+0.98%
 
RCMFX Schwartz Value Focused
57.69
+0.94%
 
HNRIX Hennessy Energy Transition Instl
27.86
+0.94%
 
HNRGX Hennessy Energy Transition Investor
27.25
+0.93%
 
KMKNX Kinetics Market Opportunities No Load
65.94
+0.89%
 
KMKYX Kinetics Market Opportunities Inst
67.12
+0.89%
 
KMKCX Kinetics Market Opportunities Adv C
61.17
+0.87%
 
KMKAX Kinetics Market Opportunities Adv A
64.69
+0.87%
 
FLDGX Meeder Dynamic Allocation Retail
15.53
-0.32%
 
LZOEX Lazard Emerging Markets Equity Portfolio
20.75
+0.83%
 
LZEMX Lazard Emerging Markets Equity Portfolio
20.09
+0.80%
 
RLEMX Lazard Emerging Markets Equity R6
20.10
+0.80%
 
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.40
+0.80%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
21.77
+0.79%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
21.84
+0.78%
 
GEMEX GMO Emerging Markets I
25.74
+0.78%
 
GMEMX GMO Emerging Markets Fund
25.80
+0.78%
 
GEMNX GMO Emerging Markets R6
25.80
+0.78%
 
GMOEX GMO Emerging Markets Fund
26.25
+0.77%
 
MOWNX Moerus Worldwide Value N
17.38
+0.75%
 
MOWIX Moerus Worldwide Value Institutional
17.44
+0.75%
 
GEMMX GMO Emerging Markets VI
25.55
+0.75%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
TQMIX AMG TimesSquare Mid Cap Growth I
18.34
-0.16%
 
BGLKX Baillie Gifford Long Term Global Growth Fund
32.31
+0.65%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
32.29
+0.64%
 
BSGLX Baillie Gifford Long Term Global Gr I
32.11
+0.63%
 
FSHCX Fidelity Select Health Care Svcs Port
129.14
+0.58%
 
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.56
+0.57%
 
INPIX ProFunds Internet UltraSector Inv
47.62
+0.57%
 
INPSX ProFunds Internet UltraSector Svc
30.38
+0.56%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.00
+0.56%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.04
+0.56%
 
PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.28
+0.56%
 
BGRSX Boston Partners Global Long/Short Inv
15.20
+0.53%
 
BGLSX Boston Partners Global Long/Short Instl
15.51
+0.52%
 
DAINX Dunham International Stock A
19.48
+0.52%
 
DNINX Dunham International Stock Fund
19.67
+0.51%
 
DCINX Dunham International Stock C
17.97
+0.50%
 
TAVFX Third Avenue Value Instl
68.29
+0.49%
 
TAVZX Third Avenue Value Z
68.30
+0.49%
 
TVFVX Third Avenue Value Investor
68.71
+0.48%
 
AUERX Auer Growth
17.21
+0.47%
 
FCGCX Fidelity Advisor Global Commodity Stk C
19.37
+0.47%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.28
+0.47%
 
FFGTX Fidelity Advisor Global Commodity Stk M
19.51
+0.46%
 
FFGAX Fidelity Advisor Global Commodity Stk A
19.55
+0.46%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
19.57
+0.46%
 
FFGIX Fidelity Advisor Global Commodity Stk I
19.59
+0.46%
 
FFGCX Fidelity Global Commodity Stock
19.61
+0.46%
 
APDYX Artisan Developing World Fund
21.81
+0.46%
 
APHYX Artisan Developing World Fund
21.96
+0.46%
 
FSPTX Fidelity Select Technology
36.60
+0.44%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
16.57
+0.42%
 
FATIX Fidelity Advisor Technology Fund
138.05
+0.42%
 
FIKHX Fidelity Advisor Technology Z
138.14
+0.42%
 
ARTYX Artisan Developing World Investor
21.55
+0.42%
 
FADTX Fidelity Advisor Technology A
122.13
+0.42%
 
FATEX Fidelity Advisor Technology Fund
110.85
+0.42%
 
FTHCX Fidelity Advisor Technology C
89.18
+0.42%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
17.05
+0.41%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
17.10
+0.41%
 
FEDDX Fidelity Emerging Markets Discovery
17.23
+0.41%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.25
+0.41%
 
FELTX Fidelity Advisor Semiconductors M
81.52
+0.41%
 
RMLPX Recurrent MLP & Infrastructure Class I
24.80
+0.40%
 
FELCX Fidelity Advisor Semiconductors C
69.68
+0.40%
 
FELIX Fidelity Advisor Semiconductors I
94.66
+0.40%
 
FELAX Fidelity Advisor Semiconductors A
87.42
+0.40%