Threadneedle Opportunity Investment Fds ICVC Threadneedle Managed Equity & Bond Fd Retail Grs £ Acc (0P0001LWW3) - Performance

2.0055001 GBp

0.0039

0.19%

Last update Dec 17, 8:00 AM GMT

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2.0016000

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Threadneedle Opportunity Investment Fds ICVC ...

2.01

0.00

0.19%

Performance

Trailing returns

Period	Return	Category	Rank
ytd	0.073	0	85
1 month	-0.007	0	88
3 months	0.033	0	73
1 year	0.062	0	83
3 years	0.072	0	60
5 years	0.030	0	85
10 years	0.046	0	—

Annual total returns

Year	Return	Category
2025	—	—
2024	0.073	—
2023	0.093	—
2022	-0.144	—
2021	0.063	—
2020	0.074	—
2019	0.135	—
2018	-0.050	—
2017	0.057	—
2016	0.117	—
2015	0.035	—
2014	0.052	—
2013	0.098	—
2012	0.095	—
2011	-0.023	—
2010	0.115	—
2009	0.112	—
2008	-0.055	—
2007	0.056	—
2006	0.080	—
2005	0.141	—
2004	0.086	—
2003	0.114	—
2002	-0.079	—
2001	-0.029	—
2000	0.024	—
1999	0.093	—
1998	0.135	—
1997	—	—

Quarterly total returns

Year	Q1	Q2	Q3	Q4
2025	-0.028	0.041	0.037	—
2024	0.033	0.015	0.013	0.010
2023	0.029	-0.002	-0.008	0.072
2022	-0.053	-0.086	-0.032	0.021
2021	0	0.039	0.005	0.018
2020	-0.098	0.104	0.021	0.057
2019	0.051	0.045	0.024	0.009
2018	-0.032	0.037	0.005	-0.058
2017	0.027	0.011	0.004	0.014
2016	0.021	0.035	0.056	0.001
2015	0.055	-0.033	-0.020	0.035
2014	0.008	0.011	0.007	0.024
2013	0.065	-0.009	0.018	0.022
2012	0.049	-0.012	0.037	0.019
2011	0.007	0.018	-0.076	0.032
2010	0.053	-0.054	0.075	0.041
2009	-0.062	0.035	0.135	0.010
2008	-0.035	-0.018	-0.045	0.044
2007	0.011	0.015	0.006	0.024
2006	0.046	-0.023	0.024	0.031
2005	0.013	0.040	0.045	0.036
2004	0.014	0.001	0.021	0.047
2003	-0.024	0.077	0.018	0.040
2002	0.013	-0.041	-0.066	0.015
2001	-0.026	0.007	-0.064	0.058
2000	0.001	0.002	0.007	0.013
1999	0.039	0.006	-0.031	0.079
1998	0.087	0.013	-0.043	0.078
1997	0.008	—	—	—

Load adjusted returns

Year	Return
1 year	0.062
3 years	0.072
5 years	0.030
10 years	0.046

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