Liontrust MA Dynamic Passive Progressive Fund Class R AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.80 | -3.72 | 16.19 | 2.75 | 9.99 | -9.39 | 9.72 | 4.24 |
+/- Category | -1.20 | 2.64 | 0.52 | -2.49 | -1.15 | 0.70 | 1.36 | -0.06 |
+/- Category Index | - | - | - | -1.77 | -2.28 | -2.12 | -0.94 | -0.87 |
% Rank in Category | 71 | 15 | 43 | 71 | 69 | 49 | 29 | 53 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.89 | 0.28 | -0.27 |
1 Week | -0.85 | -1.20 | -0.97 |
1 Month | -0.94 | 0.09 | -0.05 |
3 Months | 4.39 | 0.19 | -0.48 |
6 Months | 10.22 | -0.92 | -1.54 |
YTD | 2.93 | 0.06 | -0.98 |
1 Year | 9.25 | 1.64 | -0.86 |
3 Years Annualised | 2.83 | 0.58 | -1.68 |
5 Years Annualised | 4.31 | -0.07 | -1.45 |
10 Years Annualised | 6.41 | 0.94 | -0.44 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | - | - | - |
2023 | 2.80 | 0.19 | 0.47 | 6.03 |
2022 | -2.71 | -6.24 | -1.54 | 0.89 |
2021 | 1.31 | 4.08 | 1.62 | 2.65 |
2020 | -16.28 | 13.06 | 0.87 | 7.62 |
2019 | 6.21 | 4.45 | 3.23 | 1.46 |
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