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Liontrust Sust Fut Mgd 3 Net Inc (0P0000238L.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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265.32-0.53 (-0.20%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.15%
5-year average return6.96%
Number of years up17
Number of years down5
Best 1-yr total return (3 Jun 2024)25.20%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return25.20%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000238L.LCategory
YTD2.36%0.00%
1-month-2.72%0.00%
3-month2.41%0.00%
1-year12.29%0.00%
3-year0.07%0.00%
5-year6.48%0.00%
10-year9.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000238L.LCategory
2024
N/AN/A
2023
12.10%N/A
2022
-20.28%N/A
2021
13.89%N/A
2020
21.68%N/A
2019
25.20%N/A
2018
-0.24%N/A
2017
16.41%N/A
2016
11.98%N/A
2015
6.52%N/A
2014
6.41%N/A
2013
22.55%N/A
2012
13.52%N/A
2011
-4.65%N/A
2010
10.34%N/A
2009
17.08%N/A
2008
-19.66%N/A
2007
5.41%N/A
2006
13.54%N/A
2005
18.09%N/A
2004
9.99%N/A
2003
17.03%N/A
2002
-24.03%N/A
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.22%N/AN/AN/A
20232.09%1.80%-2.67%10.82%
2022-11.31%-12.41%-0.58%3.23%
2021-0.81%7.65%3.77%2.79%
2020-11.33%21.00%4.07%8.98%
201910.61%6.91%1.83%3.98%
2018-3.21%7.70%4.42%-8.35%
20175.81%3.33%2.74%3.63%
2016-1.10%2.36%8.71%1.75%
20156.19%-1.54%-4.84%7.07%
20140.29%0.00%0.24%5.85%
201311.41%0.34%3.87%5.54%
20128.96%-3.20%5.94%1.59%
20110.66%1.37%-11.45%5.53%
20104.88%-6.50%6.71%5.45%
2009-6.87%7.19%15.33%1.69%
2008-6.96%-0.86%-7.34%-6.00%
20074.27%4.60%-1.46%-1.92%
20068.82%-5.74%3.76%6.68%
20051.27%3.43%7.19%5.18%
20043.73%-0.21%0.31%5.93%
2003-4.68%13.63%3.60%4.29%
2002-0.71%-12.08%-14.98%2.37%
20011.72%-16.54%10.85%N/A

Rank in category (by total return)

YTD81
1-month98
3-month82
1-year12
3-year86
5-year13

Load adjusted returns

1-year12.29%
3-year0.07%
5-year6.48%
10-year9.03%