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LSE - Delayed Quote GBP

Liontrust Sust Fut Corp Bd 6 Grs Acc (0P0000Y3XU.L)

1.4577
+0.0008
+(0.05%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 2.39%
5y Average Return 0.52%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 12.99%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 12.99%
Worst 3Y Total Return -5.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y3XU.L
Category
YTD
1.89%
0.00%
1-Month
0.74%
0.00%
3-Month
0.81%
0.00%
1-Year
6.45%
0.00%
3-Year
0.47%
0.00%
5-Year
-0.33%
0.00%
10-Year
2.32%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y3XU.L
Category
2024
2.28%
--
2023
12.99%
--
2022
-19.07%
--
2021
-1.96%
--
2020
7.02%
--
2019
11.77%
--
2018
-3.65%
--
2017
7.25%
--

2016
10.47%
--
2015
0.89%
--
2014
9.84%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.85% -0.56% 3.06% -1.04%
2023 3.43% -3.57% 2.42% 10.61%
2022 -6.41% -9.55% -12.25% 8.96%
2021 -2.71% 1.97% -0.74% -0.44%
2020 -7.80% 9.44% 1.99% 4.00%
2019 4.54% 2.29% 3.39% 1.10%
2018 -1.86% -0.61% 0.48% -1.70%
2017 2.63% 1.55% 0.46% 2.43%
2016 0.97% 3.57% 7.49% -1.72%
2015 3.19% -3.01% 0.18% 0.62%

2014 2.24% 2.29% 1.68% 3.30%
2013 -2.71% 2.38% 0.79% --

Rank in Category (By Total Return)

YTD 23
1-Month 26
3-Month 67
1-Year 29
3-Year 25
5-Year 36

Load Adjusted Returns

1-Year 6.45%
3-Year 0.47%
5-Year -0.33%
10-Year 2.32%

Performance & Risk

YTD Return 2.39%
5y Average Return 0.52%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Liontrust Fund Partners LLP
Net Assets 551.43M
YTD Return 1.89%
Yield 4.17%
Morningstar Rating
Inception Date Feb 19, 2001

Fund Summary

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