Liontrust Sustainable Future Managed Growth Fund Class 3 Net Accumulation

ISIN: GB0030029846

Categoria Morningstar: GBP Allocation 80%+ Equity

Società: Liontrust

The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities. The Fund will invest globally and will seek to achieve the investment objective through investment in securities that provide or produce sustainable products and services as well as having a progressive approach to the management of environmental, social and governance (“ESG”) issues. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 60-100%; Fixed income – 0-20%; Cash – 0-20%

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,88 3 anni: 1,34 5 anni: 10,42 Inizio: 5,16 2024: 6,25 2023: 18,65 2022: -24,66 2021: 24,77 2020: 26,64
Rendimento annuo: Categoria 1 anno: 17,14 3 anni: 4,14 5 anni: 7,09 Inizio: - 2024: 11,38 2023: 12,04 2022: -14,64 2021: 21,07 2020: 1,20
Rendimento annuo: Percentile 1 anno: 65,00 3 anni: 77,00 5 anni: 4,00 Inizio:- 2024: 89,00 2023: 4,00 2022: 99,00 2021: 17,00 2020: 1,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 80,25 Beta: 1,30 Alfa: -5,97 Tracking error: 9,62 Info Ratio: -0,58
Fonte: Morningstar. Dati in euros. Categoria: GBP Allocation 80%+ Equity. Data: 2024-07-18
Fonte: Morningstar. Dati in euros. Categoria: GBP Allocation 80%+ Equity. Data: 2024-07-18