LSE - Delayed Quote GBp

LMS Capital Ord (LMS.L)

21.00
0.00
(-2.78%)
At close: May 23 at 4:07:50 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -3.42%
5y Average Return -3.46%
Number of Years Up 6
Number of Years Down 11
Best 1Y Total Return (May 22, 2025) 13.12%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 13.12%
Worst 3Y Total Return -8.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMS.L
Category
YTD
-3.42%
0.00%
1-Month
0.00%
0.00%
3-Month
-3.42%
0.00%
1-Year
-13.63%
0.00%
3-Year
-10.04%
0.00%
5-Year
-3.46%
0.00%
10-Year
-6.44%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
LMS.L
Category
2025
--
--
2024
-12.35%
--
2023
-8.10%
--
2022
-4.48%
--
2021
4.05%
--
2020
-8.27%
--
2019
-7.83%
--
2018
-6.51%
--

2017
13.12%
--
2016
-23.23%
--
2015
-1.08%
--
2014
5.68%
--
2013
3.53%
--
2012
-5.56%
--
2011
0.00%
--
2010
7.14%
--
2009
-5.62%
--
2008
-11.88%
--
2007
12.22%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.42% -- -- --
2024 -2.00% -10.34% -3.59% 3.47%
2023 -1.29% -1.68% -3.60% -1.77%
2022 2.04% -5.83% 4.67% -5.03%
2021 -0.77% 0.59% -0.60% 4.88%
2020 -15.45% 4.00% 2.28% 1.99%
2019 -1.20% -0.68% -0.82% -5.29%
2018 -6.13% 5.33% -1.14% -4.35%
2017 -2.31% 7.25% 0.00% 7.97%
2016 -3.26% -1.12% 0.00% -19.74%

2015 2.15% -1.05% 0.00% -2.13%
2014 6.82% 0.00% 3.19% -4.12%
2013 4.71% 1.12% -3.33% 1.15%
2012 -2.22% 0.00% -3.41% 0.00%
2011 0.00% 3.33% -4.30% 1.12%
2010 0.00% -1.19% 0.00% 8.43%
2009 0.00% -6.74% 0.00% 1.20%
2008 0.00% 8.91% 0.00% -19.09%
2007 0.00% 3.33% 0.00% 8.60%
2006 0.00% 2.27% -- --

Rank in Category (By Total Return)

YTD 25
1-Month 18
3-Month 20
1-Year 100
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -13.63%
3-Year -10.04%
5-Year -3.46%
10-Year -6.44%

Performance & Risk

YTD Return -3.42%
5y Average Return -3.46%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.24
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Gresham House Asset Management Ltd
Net Assets 34.69M
YTD Return -3.42%
Yield 2.15%
Morningstar Rating
Inception Date Jun 14, 2006

Fund Summary

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