Liontrust UK Focus Class X IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.84 | -5.72 | 18.96 | -4.04 | 14.55 | -20.62 | 18.70 | 15.52 |
+/- Category | -9.27 | 6.46 | -4.79 | 0.97 | -1.79 | -8.93 | 10.70 | 4.95 |
+/- Category Index | - | - | - | - | - | - | 11.08 | 4.81 |
% Rank in Category | 92 | 4 | 50 | 12 | 79 | 82 | 3 | 9 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.85 | -0.05 | 0.15 |
1 Week | 1.17 | -0.76 | -0.62 |
1 Month | 1.35 | 1.55 | 0.62 |
3 Months | 4.46 | 4.11 | 4.64 |
6 Months | 13.54 | 3.08 | 1.04 |
YTD | 12.21 | 3.92 | 2.43 |
1 Year | 17.29 | 4.09 | 2.67 |
3 Years Annualised | 1.83 | 0.86 | -5.21 |
5 Years Annualised | 5.39 | 0.09 | -0.93 |
10 Years Annualised | 5.76 | 0.23 | -0.18 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.57 | 5.09 | - | - |
2023 | 10.96 | 1.71 | 0.49 | 4.66 |
2022 | -12.37 | -13.02 | -3.04 | 7.41 |
2021 | 4.02 | 6.75 | -0.80 | 3.99 |
2020 | -27.63 | 17.98 | 1.85 | 10.34 |
2019 | 10.16 | 1.36 | 1.23 | 5.25 |
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