Liontrust UK Smaller Companies Fund I Inc

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average5 star
10-Year*HighLow5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Liontrust UK Smaller Companies Fund I Inc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev19.64 %
3-Yr Mean Return17.46 %
 
3-Yr Sharpe Ratio0.80
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.690.80
3-Yr Alpha7.5011.06
 
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* This share class has performance data calculated prior to the inception date, 2013-01-28. This is based upon a simulated/extended track record, using the track record of Liontrust UK Smaller Companies R Inc (ISIN: GB0007420788), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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