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Liontrust MA UK Equity Fund Class Class A Accumulation (0P0000XK4K.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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205.85-1.01 (-0.49%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.99%
5-year average return3.96%
Number of years up9
Number of years down3
Best 1-yr total return (28 June 2024)27.34%
Worst 1-yr total return (28 June 2024)N/A
Best 3-yr total return27.34%
Worst 3-yr total return-0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XK4K.LCategory
YTD6.30%0.00%
1-month2.43%0.00%
3-month7.19%0.00%
1-year10.62%0.00%
3-year4.36%0.00%
5-year4.48%0.00%
10-year4.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XK4K.LCategory
2024
N/AN/A
2023
7.88%N/A
2022
-6.15%N/A
2021
14.18%N/A
2020
-7.28%N/A
2019
22.35%N/A
2018
-9.70%N/A
2017
12.41%N/A
2016
8.07%N/A
2015
6.13%N/A
2014
0.63%N/A
2013
23.68%N/A
2012
15.03%N/A
2011
-7.19%N/A
2010
16.87%N/A
2009
27.34%N/A
2008
-37.56%N/A
2007
-0.15%N/A
2006
16.58%N/A
2005
18.75%N/A
2004
9.77%N/A
2003
19.88%N/A
2002
-25.66%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.77%N/AN/AN/A
20233.39%-1.13%0.25%5.26%
2022-4.07%-5.74%-4.73%8.94%
20212.84%5.81%1.07%3.82%
2020-26.43%12.75%-1.26%13.21%
20198.91%5.08%2.36%4.44%
2018-6.59%9.40%-1.01%-10.73%
20175.35%2.28%-0.57%4.93%
2016-2.67%-1.98%11.49%1.60%
20156.37%-0.74%-5.51%6.38%
20140.79%-0.31%-0.79%0.95%
20139.30%-0.54%8.37%4.98%
20127.58%-5.78%8.71%4.40%
20110.05%0.05%-12.32%5.74%
20108.04%-12.72%14.57%8.18%
2009-11.33%15.07%21.52%2.71%
2008-11.17%-6.81%-14.32%-11.97%
20071.95%3.01%-2.64%-2.33%
20067.44%-4.12%5.02%7.77%
20052.63%3.55%6.41%5.01%
20041.70%1.97%0.14%5.70%
2003-5.15%13.38%3.96%7.22%
20020.79%-12.43%-15.10%-0.79%

Rank in category (by total return)

YTD82
1-month29
3-month84
1-year84
3-year81
5-year83

Load adjusted returns

1-year10.62%
3-year4.36%
5-year4.48%
10-year4.79%