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Liontrust Special Situations I Acc (0P0001DXPC.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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132.06-0.29 (-0.22%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.71%
5-Year Average Return4.36%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jun 21, 2024)21.77%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return21.77%
Worst 3-Yr Total Return1.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001DXPC.LCategory
YTD7.21%0.00%
1-Month5.51%0.00%
3-Month8.64%0.00%
1-Year13.39%0.00%
3-Year3.22%0.00%
5-Year5.28%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001DXPC.LCategory
2024
N/AN/A
2023
6.30%N/A
2022
-11.22%N/A
2021
20.52%N/A
2020
-1.20%N/A
2019
21.77%N/A
2018
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.98%N/AN/AN/A
20232.90%-3.74%0.66%6.60%
2022-8.72%-9.76%-1.05%8.94%
20214.69%6.53%4.82%3.09%
2020-21.10%12.07%2.36%9.16%
20197.78%8.25%-1.88%6.37%
2018-10.09%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month6
3-Month53
1-Year47
3-Year43
5-Year43

Load Adjusted Returns

1-Year13.39%
3-Year3.22%
5-Year5.28%
10-YearN/A