Liontrust MA Dynamic Passive Progressive Fund Class Z AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.62 | -2.93 | 17.16 | 3.57 | 10.86 | -8.65 | 10.60 | 4.01 |
+/- Category | -0.38 | 3.44 | 1.49 | -1.68 | -0.29 | 1.43 | 2.23 | 0.59 |
+/- Category Index | - | - | - | -0.95 | -1.41 | -1.38 | -0.07 | 0.20 |
% Rank in Category | 56 | 10 | 29 | 64 | 56 | 36 | 20 | 35 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | 0.07 | 0.50 |
1 Week | 1.13 | 0.20 | 0.49 |
1 Month | 3.96 | 0.47 | -0.08 |
3 Months | 5.63 | 0.55 | 0.28 |
6 Months | 10.86 | 0.32 | -0.75 |
YTD | 6.86 | 0.73 | -0.23 |
1 Year | 14.56 | 3.00 | 0.03 |
3 Years Annualised | 5.28 | 1.49 | -0.46 |
5 Years Annualised | 5.95 | 0.70 | -0.50 |
10 Years Annualised | 7.47 | 1.73 | 0.40 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.44 | - | - | - |
2023 | 3.01 | 0.39 | 0.67 | 6.24 |
2022 | -2.51 | -6.05 | -1.34 | 1.09 |
2021 | 1.52 | 4.33 | 1.77 | 2.85 |
2020 | -16.12 | 13.27 | 1.05 | 7.87 |
2019 | 6.46 | 4.62 | 3.42 | 1.71 |
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