LSE - Delayed Quote GBP
Liontrust Sust Fut Mgd 7 Net Acc (0P0000Y3XY.L)
2.9663
+0.0091
+(0.31%)
At close: January 23 at 12:00:00 AM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.19% |
| 5y Average Return | 6.13% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 22, 2025) | 25.20% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 25.20% |
| Worst 3Y Total Return | -1.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000Y3XY.L
Category
- YTD
- 7.80%
- 0.00%
- 1-Month
- -1.29%
- 0.00%
- 3-Month
- 2.79%
- 0.00%
- 1-Year
- 7.80%
- 0.00%
- 3-Year
- -1.24%
- 0.00%
- 5-Year
- 5.95%
- 0.00%
- 10-Year
- 8.76%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000Y3XY.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.23% | -1.19% | 0.87% | 2.79% |
| 2023 | 2.09% | 1.81% | -2.67% | 10.82% |
| 2022 | -11.31% | -12.41% | -0.59% | 3.23% |
| 2021 | -0.81% | 7.65% | 3.77% | 2.79% |
| 2020 | -11.33% | 20.99% | 4.07% | 8.98% |
| 2019 | 10.62% | 6.90% | 1.83% | 3.98% |
| 2018 | -3.17% | 7.65% | 4.46% | -8.36% |
| 2017 | 5.88% | 3.23% | 2.75% | 3.65% |
| 2016 | -1.07% | 2.32% | 8.70% | 1.74% |
| 2015 | 6.20% | -1.54% | -4.91% | 7.14% |
| 2014 | 0.26% | 0.09% | 0.26% | 5.87% |
| 2013 | 0.38% | 3.90% | 5.50% | -- |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 62 |
| 3-Month | 17 |
| 1-Year | 69 |
| 3-Year | 94 |
| 5-Year | 18 |
Load Adjusted Returns
| 1-Year | 7.80% |
| 3-Year | -1.24% |
| 5-Year | 5.95% |
| 10-Year | 8.76% |
Performance & Risk
| YTD Return | 4.19% |
| 5y Average Return | 6.13% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.41 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Liontrust Fund Partners LLP |
| Net Assets | 2.5B |
| YTD Return | 7.80% |
| Yield | 1.24% |
| Morningstar Rating | |
| Inception Date | Feb 19, 2001 |
Fund Summary
null
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