Liontrust UK Ethical Fund Class 3 Net 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 | 23.03 | -6.90 | 38.45 | 3.26 | 10.89 | -25.02 | 4.00 | 8.26 |
+/- Category | 6.91 | 5.28 | 14.70 | 8.28 | -5.44 | -13.34 | -3.99 | -2.31 |
+/- Category Index | - | - | - | - | - | - | -3.62 | -2.45 |
% Rank in Category | 15 | 14 | 2 | 17 | 85 | 91 | 85 | 79 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.99 | 1.08 | 0.28 |
1 Week | 1.66 | -0.46 | -0.13 |
1 Month | -0.70 | 0.40 | -1.42 |
3 Months | -0.54 | 0.04 | -0.36 |
6 Months | 7.48 | -2.35 | -5.02 |
YTD | 4.67 | -2.66 | -5.11 |
1 Year | 12.02 | 0.27 | -2.60 |
3 Years Annualised | -7.74 | -8.41 | -14.78 |
5 Years Annualised | 1.83 | -3.27 | -4.48 |
10 Years Annualised | 6.36 | 0.89 | 0.42 |
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 | 2.13 | 0.45 | - | - |
2023 | -0.11 | -2.46 | -4.33 | 11.57 |
2022 | -12.77 | -12.69 | -6.55 | 5.35 |
2021 | 4.37 | 4.17 | 2.20 | -0.21 |
2020 | -26.12 | 13.96 | 2.89 | 19.19 |
2019 | 10.23 | 9.97 | 1.29 | 12.76 |
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