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.

Fund Summary

CT UK Equity Opportunities Fund

London EC4N 6AG
44-20-7464-5000

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 Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 123.00%
Average for Category --

Fees & Expenses

Expense 0P0000ZQ9W.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Catherine Stanley is a Managing Director and Head of the Global Small Cap team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Smaller Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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