Liontrust MA Blended Reserve Fund Class A IncomeRegister 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 | 3.45 | -2.38 | 8.68 | 4.45 | 1.55 | -16.58 | 7.06 | 1.88 |
+/- Category | -1.41 | 1.49 | -0.40 | 0.62 | -1.90 | -6.30 | 0.77 | 0.10 |
+/- Category Index | - | - | - | -0.72 | -2.15 | -5.51 | -0.68 | -0.14 |
% Rank in Category | 69 | 38 | 41 | 37 | 72 | 96 | 35 | 41 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.28 | -0.21 | -0.71 |
1 Week | 0.16 | -0.10 | -0.42 |
1 Month | -0.75 | 0.44 | 0.16 |
3 Months | 2.31 | 1.00 | 0.66 |
6 Months | 7.68 | 0.29 | -0.48 |
YTD | 0.93 | 0.69 | 0.16 |
1 Year | 6.34 | 2.06 | 0.67 |
3 Years Annualised | -2.65 | -1.95 | -2.46 |
5 Years Annualised | -0.24 | -1.57 | -2.15 |
10 Years Annualised | 2.01 | -0.56 | -1.56 |
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 | 1.88 | - | - | - |
2023 | 1.52 | -0.94 | 0.52 | 5.91 |
2022 | -6.02 | -7.15 | -6.17 | 1.88 |
2021 | -2.67 | 3.13 | -0.06 | 1.22 |
2020 | -5.57 | 6.53 | 0.75 | 3.06 |
2019 | 4.38 | 2.04 | 3.72 | -1.62 |
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