Liontrust UK Smaller Companies Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 27.21 | -6.04 | 30.99 | 15.22 | 24.73 | -23.01 | -0.81 | 4.72 |
+/- Category | 1.24 | 5.93 | 5.73 | 7.93 | 1.88 | 1.02 | -0.58 | -3.83 |
+/- Category Index | - | - | - | - | - | - | -7.72 | 1.72 |
% Rank in Category | 48 | 14 | 32 | 19 | 41 | 39 | 58 | 93 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.03 | 0.62 |
1 Week | 1.13 | -0.37 | -0.71 |
1 Month | 1.78 | -1.91 | -3.07 |
3 Months | 4.33 | -4.96 | -3.83 |
6 Months | 8.81 | -4.92 | -2.58 |
YTD | 7.19 | -5.06 | -0.55 |
1 Year | 14.93 | -2.63 | -0.54 |
3 Years Annualised | -4.51 | -0.27 | -2.40 |
5 Years Annualised | 5.78 | 0.83 | 3.87 |
10 Years Annualised | 9.94 | 2.91 | 4.79 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.66 | 4.04 | - | - |
2023 | -3.78 | -2.72 | -2.09 | 8.23 |
2022 | -13.19 | -12.30 | -5.83 | 7.38 |
2021 | 5.58 | 10.20 | 8.13 | -0.85 |
2020 | -22.36 | 17.67 | 8.01 | 16.77 |
2019 | 7.98 | 8.70 | -2.40 | 14.33 |
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