Liontrust US Income Fund C Acc GBP

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageAverage2 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Liontrust US Income Fund C Acc GBP
  • Russell 1000 TR USD
Volatility Measurements31/12/2020
3-Yr Std Dev15.54 %
3-Yr Mean Return9.97 %
3-Yr Sharpe Ratio0.58
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 Russell 1000 TR USD  Russell 3000 TR USD
3-Yr Beta0.930.92
3-Yr Alpha-4.35-3.94
* 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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