Liontrust Special Situations 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 | 15.59 | -3.11 | 20.39 | -2.20 | 19.32 | -12.12 | 5.25 | 0.73 |
+/- Category | -0.52 | 9.07 | -3.36 | 2.82 | 2.99 | -0.44 | -2.75 | -2.21 |
+/- Category Index | - | - | - | - | - | - | -2.38 | -2.70 |
% Rank in Category | 49 | 5 | 76 | 36 | 34 | 53 | 73 | 87 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | 0.32 | -0.71 |
1 Week | 1.76 | -0.07 | -1.36 |
1 Month | -0.45 | -1.28 | -3.36 |
3 Months | 1.39 | -4.05 | -6.10 |
6 Months | 12.69 | -1.76 | -0.74 |
YTD | 0.18 | -2.73 | -5.81 |
1 Year | 2.43 | -2.57 | -5.04 |
3 Years Annualised | 0.03 | -1.29 | -7.58 |
5 Years Annualised | 2.80 | -0.35 | -2.09 |
10 Years Annualised | 6.49 | 1.68 | 0.82 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.73 | - | - | - |
2023 | 2.65 | -3.98 | 0.42 | 6.34 |
2022 | -8.96 | -9.99 | -1.30 | 8.65 |
2021 | 4.43 | 6.27 | 4.55 | 2.84 |
2020 | -21.30 | 11.79 | 2.10 | 8.87 |
2019 | 7.54 | 7.84 | -2.16 | 6.11 |
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