Liontrust MA Dynamic Passive Reserve 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 | 4.20 | -1.77 | 10.20 | 5.67 | 2.25 | -15.71 | 6.48 | 1.45 |
+/- Category | -0.67 | 2.10 | 1.12 | 1.84 | -1.20 | -5.43 | 0.20 | -0.33 |
+/- Category Index | - | - | - | 0.50 | -1.45 | -4.64 | -1.25 | -0.57 |
% Rank in Category | 49 | 21 | 10 | 25 | 54 | 94 | 49 | 65 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.39 | -0.32 | -0.83 |
1 Week | 0.10 | -0.16 | -0.49 |
1 Month | -0.88 | 0.30 | 0.02 |
3 Months | 1.84 | 0.53 | 0.19 |
6 Months | 6.98 | -0.41 | -1.19 |
YTD | 0.38 | 0.14 | -0.38 |
1 Year | 5.21 | 0.94 | -0.45 |
3 Years Annualised | -2.44 | -1.74 | -2.26 |
5 Years Annualised | 0.44 | -0.88 | -1.46 |
10 Years Annualised | 3.19 | 0.62 | -0.38 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.45 | - | - | - |
2023 | 1.40 | -1.18 | 0.35 | 5.89 |
2022 | -4.97 | -6.42 | -5.81 | 0.63 |
2021 | -2.58 | 2.80 | 0.29 | 1.80 |
2020 | -4.35 | 6.98 | -0.43 | 3.71 |
2019 | 4.30 | 2.99 | 4.39 | -1.73 |
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