Liontrust UK Ethical Fund Class 3 Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 23.03 | -6.90 | 38.45 | 3.26 | 10.89 | -25.02 | 4.00 | 1.59 |
+/- Category | 6.91 | 5.28 | 14.70 | 8.28 | -5.44 | -13.34 | -3.99 | -2.74 |
+/- Category Index | - | - | - | - | - | - | -3.62 | -4.55 |
% Rank in Category | 15 | 14 | 2 | 17 | 85 | 91 | 85 | 82 |
Trailing Returns (GBP) | 13/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | 0.07 | 0.24 |
1 Week | 3.15 | 0.27 | 0.60 |
1 Month | 3.00 | -1.45 | -2.48 |
3 Months | 8.65 | -1.69 | -4.65 |
6 Months | 22.37 | 5.84 | 6.91 |
YTD | 5.32 | -2.55 | -4.45 |
1 Year | 6.52 | -3.77 | -5.63 |
3 Years Annualised | -4.79 | -8.18 | -13.61 |
5 Years Annualised | 2.27 | -2.59 | -4.09 |
10 Years Annualised | 6.13 | 0.85 | 0.37 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.13 | - | - | - |
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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