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Liontrust GF UK Equity GBP Z Acc (0P00013L37.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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155.28+0.12 (+0.08%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.07%
5-year average return4.81%
Number of years up5
Number of years down4
Best 1-yr total return (21 June 2024)22.36%
Worst 1-yr total return (21 June 2024)N/A
Best 3-yr total return22.36%
Worst 3-yr total return-1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013L37.LCategory
YTD8.82%0.00%
1-month2.58%0.00%
3-month8.03%0.00%
1-year13.43%0.00%
3-year4.82%0.00%
5-year5.45%0.00%
10-year4.37%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013L37.LCategory
2024
N/AN/A
2023
10.98%N/A
2022
-10.27%N/A
2021
18.18%N/A
2020
-7.03%N/A
2019
13.99%N/A
2018
-9.78%N/A
2017
5.77%N/A
2016
22.36%N/A
2015
-1.14%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.69%N/AN/AN/A
20235.72%0.15%2.47%2.29%
2022-6.43%-9.66%-4.36%10.99%
20215.19%6.16%2.35%3.41%
2020-26.88%14.20%-1.89%13.48%
20196.75%0.65%1.15%4.88%
2018-6.29%11.04%-2.75%-10.85%
20171.81%0.62%1.65%1.57%
2016-0.01%1.83%10.24%9.01%
20156.35%-0.23%-7.33%0.53%
20140.79%-1.72%1.47%N/A

Rank in category (by total return)

YTD36
1-month78
3-month62
1-year46
3-year28
5-year40

Load adjusted returns

1-year13.43%
3-year4.82%
5-year5.45%
10-year4.37%