Liontrust Sustainable Future Cautious Managed Fund Class 3 Net IncomeRegister 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 | 13.79 | -1.92 | 19.79 | 13.09 | 9.53 | -18.03 | 9.18 | 2.95 |
+/- Category | 6.34 | 3.56 | 7.38 | 9.01 | 1.46 | -7.57 | 1.65 | 0.03 |
+/- Category Index | - | - | - | 7.80 | 1.53 | -8.77 | -0.08 | -0.67 |
% Rank in Category | 3 | 4 | 2 | 3 | 30 | 96 | 24 | 49 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | -0.12 | -0.69 |
1 Week | 0.48 | -0.18 | -0.63 |
1 Month | -2.52 | -1.50 | -1.96 |
3 Months | 1.56 | -0.69 | -1.54 |
6 Months | 13.85 | 4.38 | 3.15 |
YTD | -0.03 | -1.41 | -2.66 |
1 Year | 7.20 | 0.95 | -1.55 |
3 Years Annualised | -1.67 | -2.30 | -3.86 |
5 Years Annualised | 3.53 | 0.84 | -0.42 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.95 | - | - | - |
2023 | 1.59 | -0.15 | -2.10 | 9.94 |
2022 | -8.31 | -10.09 | -3.60 | 3.16 |
2021 | -0.50 | 5.25 | 2.73 | 1.81 |
2020 | -10.22 | 14.12 | 2.98 | 7.18 |
2019 | 7.97 | 5.50 | 1.73 | 3.37 |
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