LIO.L vs. IHR.L

Last updated Jun 5, 2026

LIO.L (Liontrust Asset Management) and IHR.L (Impact Healthcare REIT plc) are both stocks. LIO.L operates in Asset Management (Financial Services), while IHR.L operates in REIT - Diversified (Real Estate). At a 0.13 correlation, their price movements are largely independent.

Performance

LIO.L vs. IHR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Liontrust Asset Management (LIO.L) and Impact Healthcare REIT plc (IHR.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LIO.L

• 1D: 1.64%
• 1M: 23.46%
• YTD: 16.95%
• 6M: 21.76%
• 1Y: -7.03%
• 3Y*: -16.87%
• 5Y*: -19.70%
• 10Y*: 8.21%

IHR.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LIO.L vs. IHR.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LIO.L Liontrust Asset Management	16.95%	-34.62%	-14.25%	-37.55%	-45.27%	74.21%	21.37%	95.83%	23.19%	31.72%
IHR.L Impact Healthcare REIT plc	0.00%	0.00%	-3.05%	-14.13%	-11.89%	9.78%	0.99%	5.90%	1.16%	-1.06%

Correlation

The correlation between LIO.L and IHR.L is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017	0.13

Fundamentals

Total Revenue (TTM) LIO.L : £332.67M IHR.L : £100.24M
Gross Profit (TTM) LIO.L : £168.56M IHR.L : £98.71M
EBITDA (TTM) LIO.L : £68.22M IHR.L : -£2.85M

Return for Risk

LIO.L vs. IHR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LIO.L

LIO.L Risk / Return Rank: 33
LIO.L Sharpe Ratio Rank: 33
LIO.L Sortino Ratio Rank: 30
LIO.L Omega Ratio Rank: 30
LIO.L Calmar Ratio Rank: 35
LIO.L Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LIO.L vs. IHR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liontrust Asset Management (LIO.L) and Impact Healthcare REIT plc (IHR.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	LIO.L	IHR.L	Difference
Sharpe ratio: Return per unit of total volatility	-0.18	—	—
Sortino ratio: Return per unit of downside risk	0.00	—	—
Omega ratio: Gain probability vs. loss probability	1.00	—	—
Calmar ratio: Return relative to maximum drawdown	-0.18	—	—
Martin ratio: Return relative to average drawdown	-0.27	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	LIO.L	IHR.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.18	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.48	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.20	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	—	—

Drawdowns

Drawdown Indicators

	LIO.L	IHR.L	Difference
Max Drawdown Largest peak-to-trough decline	-85.10%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-39.01%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-63.98%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-85.06%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-85.06%	—	—
Current Drawdown Current decline from peak	-79.96%	—	—
Average Drawdown Average peak-to-trough decline	-36.05%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	25.57%	—	—

Volatility

Volatility by Period

	LIO.L	IHR.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.56%	—	—
Volatility (6M) Calculated over the trailing 6-month period	27.20%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	38.10%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.04%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.46%	—	—

Dividends

LIO.L vs. IHR.L - Dividend Comparison

LIO.L's dividend yield for the trailing twelve months is around 18.36%, while IHR.L has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHR.L Impact Healthcare REIT plc	0.00%	0.00%	0.08%	0.07%	0.06%	0.05%	0.06%	1.49%	0.06%	0.03%	0.00%	0.00%
LIO.L Liontrust Asset Management	18.36%	21.47%	15.13%	11.43%	6.43%	2.64%	2.69%	2.64%	3.95%	3.27%	3.39%	3.22%

Financials

Frequently Asked Questions

Can I hold both LIO.L and IHR.L in my portfolio?

LIO.L and IHR.L have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.