Liontrust US Income Fund C Acc GBP

Growth Of 1000 (GBP) 31/12/2020
Fund:  Liontrust US Income Fund C Acc GBP
Category:  US Large-Cap Blend Equity
Category Index:  Russell 1000 TR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2020
Price Return24.6918.407.4133.368.38-0.2121.266.08
+/- Category-4.060.773.402.77-1.361.22-2.16-8.02
+/- Category Index-5.94-1.880.65-0.30-2.78-1.34-5.09-11.15
% Rank in Category844692171447586
Trailing Returns (GBP)15/01/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.23   -0.06-0.20
1 Week-0.91   -0.110.28
1 Month2.57   0.741.44
3 Months4.41   0.13-0.21
6 Months11.68   1.12-0.08
YTD2.08   0.140.67
1 Year4.39   -8.04-10.20
3 Years Annualised8.96   -2.68-5.20
5 Years Annualised14.67   -2.13-4.34
10 Years Annualised*12.78   -0.25-2.78
Quarterly Returns (GBP)31/12/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1631 Dec 1731 Dec 1831 Dec 1931 Dec 20
* This share class has performance data calculated prior to the inception date, 2013-05-07. This is based upon a simulated/extended track record, using the track record of Neptune US Income A Acc GBP (ISIN: GB00B67N4T04), 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(

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