Liontrust UK Equity Fund - Class B IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 6.95 | -8.95 | 15.15 | -6.32 | 18.91 | -9.16 | 12.01 | 10.12 |
+/- Category | -9.17 | 3.23 | -8.60 | -1.30 | 2.58 | 2.52 | 4.02 | 3.59 |
+/- Category Index | - | - | - | - | - | - | 4.39 | 2.82 |
% Rank in Category | 92 | 33 | 91 | 21 | 20 | 84 | 18 | 13 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.17 | 0.99 |
1 Week | 0.93 | 0.06 | 0.82 |
1 Month | 0.60 | -2.11 | -0.47 |
3 Months | 4.42 | -1.23 | 0.15 |
6 Months | 10.45 | -0.45 | 0.41 |
YTD | 9.17 | 0.59 | 1.03 |
1 Year | 15.42 | 0.54 | 0.46 |
3 Years Annualised | 5.37 | 2.84 | -2.49 |
5 Years Annualised | 5.52 | 1.05 | 0.55 |
10 Years Annualised | 5.62 | -0.08 | -0.20 |
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 | 5.05 | 4.83 | - | - |
2023 | 6.16 | 0.23 | 2.57 | 2.63 |
2022 | -5.84 | -9.18 | -4.17 | 10.85 |
2021 | 5.32 | 6.38 | 2.58 | 3.45 |
2020 | -26.44 | 13.51 | -1.43 | 13.82 |
2019 | 6.92 | 0.80 | 1.50 | 5.26 |
|
Advertisement |