Liontrust Sustainable Future Defensive Managed Fund Class 3 Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 12.10 | -1.89 | 17.13 | 11.60 | 7.12 | -18.13 | 8.55 | -0.55 |
+/- Category | 7.23 | 1.99 | 8.05 | 7.77 | 3.67 | -7.85 | 2.26 | -1.26 |
+/- Category Index | - | - | - | 6.44 | 3.43 | -7.06 | 0.81 | -1.04 |
% Rank in Category | 1 | 12 | 1 | 1 | 12 | 99 | 9 | 90 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | -0.01 | -0.11 |
1 Week | 0.43 | -0.06 | -0.14 |
1 Month | -1.58 | -1.00 | -1.51 |
3 Months | 0.70 | -0.33 | -0.95 |
6 Months | 9.74 | 3.41 | 2.94 |
YTD | -0.52 | -1.25 | -1.87 |
1 Year | 5.82 | 1.05 | -0.26 |
3 Years Annualised | -2.37 | -1.85 | -2.48 |
5 Years Annualised | 2.45 | 0.99 | 0.34 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.00 | - | - | - |
2023 | 1.54 | -1.15 | -1.45 | 9.74 |
2022 | -7.83 | -9.40 | -5.12 | 3.33 |
2021 | -0.90 | 4.40 | 2.12 | 1.40 |
2020 | -8.29 | 12.11 | 2.41 | 6.00 |
2019 | 6.91 | 4.84 | 2.05 | 2.40 |
|
Advertisement |