Liontrust GF UK Growth Fund C3 Institutional Acc GBP

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BP4KB298

Categoria Morningstar: UK Flex-Cap Equity

Società: Liontrust

The investment objective of the Fund is to provide long term capital growth by investing predominantly in UK equities. The Investment Adviser will seek to achieve the investment objective of the Fund by investing at least 80% of the Fund in equities of companies incorporated in the UK, or which are listed on a recognised stock exchange of the UK. The Fund may also invest up to 20% of its assets in all economic sectors in all parts of the world. The Investment Adviser may also use Foreign Exchange contracts (FX forwards) to hedge investments in non-base currency assets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,42 3 anni: 6,62 5 anni: 6,46 Inizio: 6,50 2024: 10,23 2023: 6,98 2022: -5,76 2021: 29,50 2020: -13,03
Rendimento annuo: Categoria 1 anno: 18,36 3 anni: 2,72 5 anni: 5,76 Inizio: - 2024: 11,95 2023: 10,58 2022: -16,42 2021: 24,02 2020: -10,09
Rendimento annuo: Percentile 1 anno: 54,00 3 anni: 15,00 5 anni: 34,00 Inizio:- 2024: 45,00 2023: 81,00 2022: 11,00 2021: 16,00 2020: 66,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 91,09 Beta: 0,82 Alfa: -0,25 Tracking error: 4,52 Info Ratio: -0,25
Fonte: Morningstar. Dati in euros. Categoria: UK Flex-Cap Equity. Data: 2024-07-12
Fonte: Morningstar. Dati in euros. Categoria: UK Flex-Cap Equity. Data: 2024-07-12