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Liontrust GF Tortoise Fund (0P0000U88F.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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363.23-0.23 (-0.06%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return12.07%
Number of years up11
Number of years down5
Best 1-yr total return (15 May 2024)33.88%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return33.88%
Worst 3-yr total return-6.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000U88F.LCategory
YTD1.55%0.00%
1-month-1.44%0.00%
3-month1.69%0.00%
1-year3.39%0.00%
3-year10.15%0.00%
5-year11.73%0.00%
10-year5.18%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000U88F.LCategory
2024
N/AN/A
2023
10.93%N/A
2022
22.02%N/A
2021
10.40%N/A
2020
14.54%N/A
2019
-5.38%N/A
2018
-2.42%N/A
2017
-10.80%N/A
2016
27.05%N/A
2015
-8.02%N/A
2014
0.83%N/A
2013
17.29%N/A
2012
6.86%N/A
2011
9.75%N/A
2010
-1.23%N/A
2009
33.88%N/A
2008
11.25%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.03%N/AN/AN/A
20238.74%-0.92%-0.39%3.35%
20228.89%5.20%-4.63%11.68%
202115.91%-2.16%-1.74%-0.93%
2020-16.97%14.15%-0.97%22.03%
2019-0.34%-6.28%-1.58%2.94%
2018-1.76%3.03%-3.77%0.19%
2017-2.32%-6.10%0.82%-3.54%
20168.28%9.22%3.39%3.91%
20153.04%-3.83%-3.94%-3.37%
20143.96%-1.51%-3.28%1.83%
20131.57%5.78%6.05%2.93%
20120.18%-2.92%1.66%8.10%
20111.15%1.65%8.68%-1.79%
2010-0.88%-0.52%0.07%0.10%
20098.89%14.89%8.55%-1.42%
2008-1.73%11.28%-0.36%2.10%
200710.47%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month63
3-month78
1-year67
3-year10
5-year7

Load adjusted returns

1-year3.39%
3-year10.15%
5-year11.73%
10-year5.18%