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Threadneedle UK Institutional Inst Net Acc GBX

Ranked 147 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Smith

Jeremy Smith was born in Bristol in 1969 and attended Sheffield Hallam University where he studied History. He started his career at Schroders where he spent fourteen years before joining Neptune in 2006. Jeremy is a Chartered Management Accountant and holds the Investment Management Certificate. He has over 12 years' experience managing funds and is a member of the CIMA. Outside of fund management he lists riding and shooting as his main interests.

Objective

The Fund aims to achieve long-term capital growth by investing in a wide spread of primarily UK companies which are considered to have good potential for capital growth. Investment will tend to focus on large companies with sound long term prospects.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -9.3% -4.5% 9.5% -1.2% -12.2%
2017 11.1% 5.0% 2.4% 1.7% 1.7%
2016 14.3% 0.3% 0.8% 9.5% 3.3%
2015 3.9% 5.7% -0.9% -5.1% 4.6%
2014 1.0% 0.0% 0.4% -1.5% 2.1%
2013 25.0% 12.0% -0.9% 5.0% 7.2%
2012 15.6% 9.9% -3.5% 6.5% 2.5%
2011 -7.0% 0.4% 0.3% -15.5% 9.3%
2010 19.7% 7.5% -11.1% 15.5% 8.4%
2009 30.4% -6.4% 11.6% 20.3% 3.8%
2008 -29.3% -8.7% -1.5% -13.4% -9.3%
2007 9.7% 2.2% 4.0% 0.9% 2.3%
2006 16.0% 10.3% -2.5% 2.5% 5.3%
2005 21.9% 3.2% 4.2% 8.5% 4.6%
2004 11.9% 2.4% 0.6% 1.7% 6.9%
2003 17.2% -6.9% 12.8% 3.7% 7.6%
2002 -22.0% 2.3% -10.8% -17.0% 3.0%
2001 -11.4% -8.2% 1.0% -12.6% 9.3%
2000 -4.0% -2.7% -1.5% 1.6% -1.3%
1999 23.1% 7.9% 2.5% -4.6% 16.6%
1998 12.2% 14.7% 0.6% -13.9% 13.0%
1997 23.5% 4.0% 4.5% 14.0% -0.3%
1996 14.9% 2.8% 1.6% 5.7% 4.0%
1995 22.5% 2.8% 6.0% 6.9% 5.2%
1994 -8.7% -6.6% -6.8% 2.6% 2.3%
1993 22.3% 2.9% 1.9% 5.0% 11.2%
1992 21.3% -0.1% 5.4% -0.1% 15.3%
1991 23.2% 17.0% -1.3% 10.5% -3.5%
1990 -7.2% -5.9% 6.7% -16.5% 10.7%
1989 32.4% 16.8% 3.6% 5.9% 3.4%
1988 5.0% 2.1% 7.8% -3.2% -1.4%
1987 6.2% 16.6% 15.8% 4.3% -24.6%
1986 19.5% 16.5% 1.8% -4.7% 5.7%
1985 20.6% 6.0% -3.7% 6.8% 10.5%
1984 25.7% 10.2% -6.7% 9.9% 11.1%
1983 28.3% 6.6% 13.5% -2.0% 8.2%
1982 27.9% 6.1% -0.2% 13.6% 6.3%
1981 15.0% 6.6% 6.0% -11.7% 15.3%
1980 35.9% 4.7% 12.0% 9.4% 5.9%
1979 9.7% 19.1% -6.1% 4.7% -6.3%
1978 5.5% -2.9% 1.2% 9.1% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Spain
  13. Sweden
  14. United Kingdom

Fund Info

  • Launch date01/06/1972
  • Share Class size2,607Mn
  • Base currencyGBP
  • ISIN GB0001451615

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment25,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).