Liontrust UK Ethical Fund Class 2 Net AccumulationRegister 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 | 22.52 | -7.31 | 37.83 | 2.81 | 10.43 | -25.31 | 3.61 | 2.40 |
+/- Category | 6.40 | 4.87 | 14.08 | 7.83 | -5.90 | -13.63 | -4.39 | -4.13 |
+/- Category Index | - | - | - | - | - | - | -4.01 | -4.89 |
% Rank in Category | 17 | 17 | 3 | 18 | 86 | 93 | 88 | 89 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.47 | 1.30 |
1 Week | 2.16 | 1.29 | 2.06 |
1 Month | 3.63 | 0.93 | 2.56 |
3 Months | 4.08 | -1.57 | -0.19 |
6 Months | 8.64 | -2.26 | -1.41 |
YTD | 5.72 | -2.87 | -2.42 |
1 Year | 12.03 | -2.85 | -2.93 |
3 Years Annualised | -6.05 | -8.58 | -13.90 |
5 Years Annualised | 0.87 | -3.59 | -4.10 |
10 Years Annualised | 6.04 | 0.34 | 0.22 |
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 | 2.03 | 0.36 | - | - |
2023 | -0.20 | -2.55 | -4.42 | 11.47 |
2022 | -12.86 | -12.77 | -6.64 | 5.25 |
2021 | 4.26 | 4.06 | 2.09 | -0.30 |
2020 | -26.20 | 13.84 | 2.78 | 19.07 |
2019 | 10.10 | 9.85 | 1.17 | 12.64 |
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