Liontrust UK Smaller Companies Fund R IncRegister 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 | 26.89 | -6.28 | 30.65 | 14.94 | 24.41 | -23.20 | -1.06 | 0.60 |
+/- Category | 0.92 | 5.69 | 5.40 | 7.65 | 1.56 | 0.82 | -0.83 | -0.62 |
+/- Category Index | - | - | - | - | - | - | -7.97 | -0.08 |
% Rank in Category | 51 | 15 | 34 | 20 | 43 | 40 | 61 | 58 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | -0.92 | -0.69 |
1 Week | 0.51 | 1.14 | -2.06 |
1 Month | 2.44 | 1.06 | 1.94 |
3 Months | 4.84 | 0.73 | 0.08 |
6 Months | 17.74 | 2.63 | 1.59 |
YTD | 2.42 | 0.33 | 2.36 |
1 Year | 6.38 | 2.43 | 2.97 |
3 Years Annualised | -4.86 | 1.19 | -0.34 |
5 Years Annualised | 5.28 | 2.24 | 5.09 |
10 Years Annualised | 8.65 | 3.18 | 4.71 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.60 | - | - | - |
2023 | -3.84 | -2.78 | -2.15 | 8.16 |
2022 | -13.24 | -12.35 | -5.89 | 7.31 |
2021 | 5.51 | 10.13 | 8.06 | -0.91 |
2020 | -22.41 | 17.61 | 7.94 | 16.69 |
2019 | 7.92 | 8.63 | -2.46 | 14.26 |
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