LSE - Delayed Quote GBP

CT Global Equity Income Ins X Inc GBP (0P00014JW2.L)

1.8980
+0.0085
+(0.45%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 5.29%
5y Average Return 8.89%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Jan 22, 2025) 27.24%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 27.24%
Worst 3Y Total Return 4.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00014JW2.L
Category
YTD
11.43%
0.00%
1-Month
-1.67%
0.00%
3-Month
1.58%
0.00%
1-Year
11.43%
0.00%
3-Year
6.60%
0.00%
5-Year
8.18%
0.00%
10-Year
9.46%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00014JW2.L
Category
2024
11.43%
--
2023
8.65%
--
2022
0.04%
--
2021
20.10%
--
2020
1.83%
--
2019
20.00%
--
2018
-7.63%
--
2017
10.00%
--

2016
27.24%
--
2015
7.49%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.43% 0.28% 1.83% 1.58%
2023 2.16% 0.46% -0.87% 6.80%
2022 0.17% -5.02% 0.20% 4.94%
2021 6.99% 4.37% 0.63% 6.87%
2020 -18.65% 12.86% 1.74% 9.03%
2019 8.57% 7.36% 2.48% 0.45%
2018 -7.82% 6.71% 3.48% -9.26%
2017 5.26% 0.17% 0.10% 4.23%
2016 4.54% 7.31% 7.30% 5.70%
2015 9.09% -5.28% -4.66% 9.11%

2014 2.53% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 11.43%
3-Year 6.60%
5-Year 8.18%
10-Year 9.46%

Performance & Risk

YTD Return 5.29%
5y Average Return 8.89%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Threadneedle Investment Services Ltd
Net Assets 165.05M
YTD Return 11.43%
Yield 2.55%
Morningstar Rating --
Inception Date Mar 15, 2022

Fund Summary

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