Liontrust UK Equity Fund - Class X IncomeRegister 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 | 6.16 | -9.63 | 14.32 | -6.92 | 18.14 | -9.75 | 11.31 | 9.77 |
+/- Category | -9.96 | 2.55 | -9.43 | -1.91 | 1.81 | 1.94 | 3.31 | 3.25 |
+/- Category Index | - | - | - | - | - | - | 3.69 | 2.48 |
% Rank in Category | 95 | 56 | 93 | 24 | 32 | 85 | 22 | 16 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.16 | 0.99 |
1 Week | 0.92 | 0.04 | 0.81 |
1 Month | 0.85 | -1.85 | -0.22 |
3 Months | 4.58 | -1.08 | 0.31 |
6 Months | 10.44 | -0.46 | 0.40 |
YTD | 9.13 | 0.54 | 0.99 |
1 Year | 15.03 | 0.16 | 0.08 |
3 Years Annualised | 4.80 | 2.27 | -3.06 |
5 Years Annualised | 4.90 | 0.44 | -0.07 |
10 Years Annualised | 4.92 | -0.78 | -0.90 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | 4.66 | - | - |
2023 | 5.99 | 0.08 | 2.41 | 2.46 |
2022 | -5.99 | -9.33 | -4.33 | 10.67 |
2021 | 5.15 | 6.21 | 2.42 | 3.29 |
2020 | -26.56 | 13.33 | -1.59 | 13.64 |
2019 | 6.72 | 0.61 | 1.31 | 5.09 |
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