Liontrust MA Dynamic Passive Reserve Fund Class A AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 4.62 | -1.27 | 10.58 | 6.21 | 2.67 | -15.34 | 6.95 | 1.56 |
+/- Category | -0.25 | 2.61 | 1.50 | 2.37 | -0.78 | -5.06 | 0.66 | -0.22 |
+/- Category Index | - | - | - | 1.04 | -1.02 | -4.27 | -0.79 | -0.46 |
% Rank in Category | 31 | 13 | 5 | 18 | 40 | 92 | 39 | 59 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.15 | -0.25 | -0.17 |
1 Week | -0.10 | -0.23 | 0.03 |
1 Month | -0.63 | 0.41 | 0.77 |
3 Months | 1.62 | 0.51 | 1.15 |
6 Months | 7.48 | -0.14 | 0.48 |
YTD | 0.92 | 0.30 | 0.42 |
1 Year | 6.44 | 1.61 | 1.25 |
3 Years Annualised | -1.76 | -1.19 | -1.59 |
5 Years Annualised | 0.99 | -0.42 | -0.91 |
10 Years Annualised | 3.66 | 1.06 | 0.16 |
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 | 1.56 | - | - | - |
2023 | 1.51 | -1.07 | 0.45 | 6.01 |
2022 | -4.86 | -6.32 | -5.71 | 0.74 |
2021 | -2.50 | 2.92 | 0.39 | 1.92 |
2020 | -4.20 | 7.09 | -0.32 | 3.86 |
2019 | 4.36 | 3.15 | 4.45 | -1.65 |
|
Advertisement |