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Liontrust GF UK Equity Z GBP Inc (0P00013DGI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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118.25+0.87 (+0.74%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return4.14%
Number of years up5
Number of years down4
Best 1-yr total return (3 May 2024)22.34%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return22.34%
Worst 3-yr total return-1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013DGI.LCategory
YTD4.69%0.00%
1-month3.93%0.00%
3-month4.69%0.00%
1-year9.89%0.00%
3-year5.41%0.00%
5-year4.11%0.00%
10-year4.24%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013DGI.LCategory
2024
N/AN/A
2023
10.98%N/A
2022
-10.27%N/A
2021
18.19%N/A
2020
-7.04%N/A
2019
14.00%N/A
2018
-9.78%N/A
2017
5.77%N/A
2016
22.34%N/A
2015
-1.13%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.69%N/AN/AN/A
20235.72%0.15%2.46%2.30%
2022-6.43%-9.66%-4.35%10.98%
20215.19%6.17%2.34%3.41%
2020-26.89%14.21%-1.89%13.47%
20196.76%0.65%1.15%4.89%
2018-6.29%11.04%-2.75%-10.85%
20171.82%0.63%1.65%1.57%
2016-0.02%1.84%10.23%9.01%
20156.35%-0.22%-7.32%0.53%
20140.78%-1.72%1.46%N/A

Rank in category (by total return)

YTD21
1-month45
3-month21
1-year36
3-year28
5-year57

Load adjusted returns

1-year9.89%
3-year5.41%
5-year4.11%
10-year4.24%