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Liontrust UK Equity B Inc (0P0000Z2XX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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618.19+3.22 (+0.52%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.31%
5-year average return5.07%
Number of years up7
Number of years down3
Best 1-yr total return (3 July 2024)22.39%
Worst 1-yr total return (3 July 2024)N/A
Best 3-yr total return22.39%
Worst 3-yr total return-0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Z2XX.LCategory
YTD9.46%0.00%
1-month2.76%0.00%
3-month8.46%0.00%
1-year14.54%0.00%
3-year5.91%0.00%
5-year6.47%0.00%
10-year5.39%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Z2XX.LCategory
2024
N/AN/A
2023
12.01%N/A
2022
-9.16%N/A
2021
18.91%N/A
2020
-6.32%N/A
2019
15.15%N/A
2018
-8.95%N/A
2017
6.95%N/A
2016
22.39%N/A
2015
0.78%N/A
2014
3.71%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.05%N/AN/AN/A
20236.16%0.23%2.57%2.63%
2022-5.84%-9.18%-4.17%10.85%
20215.32%6.38%2.58%3.45%
2020-26.44%13.51%-1.43%13.82%
20196.92%0.80%1.50%5.26%
2018-6.06%11.15%-2.55%-10.52%
20172.93%0.22%1.83%1.81%
2016-0.43%1.99%10.73%8.84%
20156.66%0.56%-7.40%1.48%
20142.70%0.47%-0.86%1.37%
20136.59%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month75
3-month55
1-year39
3-year23
5-year29

Load adjusted returns

1-year14.54%
3-year5.91%
5-year6.47%
10-year5.39%