OTC Markets OTCPK - Delayed Quote USD

Threadneedle (Lux) UK Equity Income ZUH (0P00018QI6)

16.63 +0.14 (+0.85%)
At close: August 14 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return 21.67%
Worst 1Y Total Return --
Best 3Y Total Return 21.67%
Worst 3Y Total Return 2.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018QI6
Category
YTD
11.57%
0.00%
1-Month
5.12%
0.00%
3-Month
10.10%
0.00%
1-Year
15.52%
0.00%
3-Year
8.52%
0.00%
5-Year
7.54%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018QI6
Category
2024
--
--
2023
10.67%
--
2022
-1.63%
--
2021
19.33%
--
2020
-6.85%
--
2019
21.67%
--
2018
-5.65%
--
2017
7.78%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.07% 3.99% -- --
2023 3.68% 0.72% 1.67% 4.23%
2022 -3.30% -2.91% -6.11% 11.60%
2021 5.83% 6.18% 2.14% 3.97%
2020 -23.07% 8.53% -1.10% 12.80%
2019 7.65% 2.79% 2.87% 6.88%
2018 -5.28% 12.02% -0.61% -10.54%
2017 3.59% 2.99% 1.22% -0.18%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 9.74%
3-Year 6.68%
5-Year 6.44%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Threadneedle Management Luxembourg S.A.
Net Assets --
YTD Return 11.57%
Yield 0.00%
Morningstar Rating --
Inception Date Oct 05, 2016

Fund Summary

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