LSE - Delayed Quote GBp

CT UK Capital and Income Ord (CTUK.L)

339.20
+2.70
+(0.80%)
As of 10:40:54 AM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.25%
5y Average Return 8.32%
Number of Years Up 23
Number of Years Down 9
Best 1Y Total Return (Jun 6, 2025) 28.13%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 28.13%
Worst 3Y Total Return -1.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTUK.L
Category
YTD
3.35%
0.00%
1-Month
0.73%
0.00%
3-Month
-2.25%
0.00%
1-Year
3.03%
0.00%
3-Year
5.61%
0.00%
5-Year
9.96%
0.00%
10-Year
6.21%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
CTUK.L
Category
2025
--
--
2024
5.93%
--
2023
11.52%
--
2022
-9.60%
--
2021
20.00%
--
2020
-11.62%
--
2019
28.13%
--
2018
-11.07%
--

2017
19.05%
--
2016
15.34%
--
2015
6.67%
--
2014
-0.87%
--
2013
21.22%
--
2012
14.73%
--
2011
-1.71%
--
2010
10.85%
--
2009
23.94%
--
2008
-29.90%
--
2007
3.19%
--
2006
18.47%
--
2005
19.83%
--
2004
12.40%
--
2003
23.66%
--
2002
-19.99%
--
2001
-8.64%
--
2000
2.36%
--
1999
19.57%
--
1998
8.50%
--
1997
22.25%
--
1996
10.21%
--
1995
17.03%
--
1994
-6.13%
--
1993
27.44%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.60% -- -- --
2024 5.74% 1.02% 2.86% -3.59%
2023 2.87% -0.90% 0.90% 8.42%
2022 -5.86% -5.20% -7.64% 9.67%
2021 4.22% 6.91% 3.01% 4.55%
2020 -32.74% 12.21% -3.37% 21.19%
2019 12.14% 3.87% 1.96% 7.89%
2018 -5.26% 7.88% -1.90% -11.31%
2017 6.75% 3.27% 2.50% 5.35%
2016 0.36% 0.21% 10.87% 3.45%

2015 4.63% 0.16% -2.93% 4.87%
2014 -2.24% 0.49% -0.74% 1.65%
2013 10.91% -1.97% 4.60% 6.60%
2012 8.07% -2.89% 5.49% 3.63%
2011 1.39% 3.32% -12.58% 7.33%
2010 4.89% -12.36% 13.75% 6.01%
2009 -12.00% 9.89% 22.45% 4.67%
2008 -10.76% -2.58% -9.31% -11.09%
2007 2.93% 2.55% -3.22% 1.01%
2006 10.49% -2.18% 4.93% 4.46%
2005 3.51% 5.69% 6.51% 2.84%
2004 -0.40% 2.14% 1.59% 8.75%
2003 -8.54% 17.46% 2.54% 12.24%
2002 4.41% -8.66% -20.61% 5.67%
2001 -6.22% 4.14% -14.17% 8.99%
2000 -4.54% 4.48% -1.33% 4.01%
1999 7.22% 4.67% -5.00% 12.14%
1998 14.17% 1.41% -17.51% 13.61%
1997 5.76% 3.27% 12.37% -0.40%
1996 2.46% 0.83% 3.27% 3.30%
1995 1.75% 4.43% 4.35% 5.55%
1994 -6.50% -5.91% 3.90% 2.70%
1993 2.09% 2.78% 7.17% 13.32%

Rank in Category (By Total Return)

YTD 65
1-Month 23
3-Month 72
1-Year 87
3-Year 71
5-Year 54

Load Adjusted Returns

1-Year 3.03%
3-Year 5.61%
5-Year 9.96%
10-Year 6.21%

Performance & Risk

YTD Return 7.25%
5y Average Return 8.32%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Columbia Threadneedle Investment Business Limited
Net Assets 326.71M
YTD Return 3.35%
Yield 3.80%
Morningstar Rating
Inception Date Oct 29, 1992

Fund Summary

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