Liontrust UK Smaller Companies Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 27.21 | -6.04 | 30.99 | 15.22 | 24.73 | -23.01 | -0.81 | 0.66 |
+/- Category | 1.24 | 5.93 | 5.73 | 7.93 | 1.88 | 1.02 | -0.58 | -0.56 |
+/- Category Index | - | - | - | - | - | - | -7.72 | -0.02 |
% Rank in Category | 48 | 14 | 32 | 19 | 41 | 39 | 58 | 56 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.60 | 0.35 | 1.19 |
1 Week | 0.90 | -0.56 | -1.00 |
1 Month | 3.78 | 1.49 | 3.87 |
3 Months | 4.78 | 0.27 | 1.87 |
6 Months | 19.97 | 2.99 | 3.83 |
YTD | 3.23 | 0.18 | 3.76 |
1 Year | 7.23 | 3.01 | 4.34 |
3 Years Annualised | -4.39 | 1.45 | 0.32 |
5 Years Annualised | 5.46 | 2.34 | 5.52 |
10 Years Annualised | 9.05 | 3.45 | 5.16 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.66 | - | - | - |
2023 | -3.78 | -2.72 | -2.09 | 8.23 |
2022 | -13.19 | -12.30 | -5.83 | 7.38 |
2021 | 5.58 | 10.20 | 8.13 | -0.85 |
2020 | -22.36 | 17.67 | 8.01 | 16.77 |
2019 | 7.98 | 8.70 | -2.40 | 14.33 |
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