Liontrust MA Dynamic Passive Reserve 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 | 4.94 | -0.97 | 11.04 | 6.55 | 3.07 | -15.04 | 7.33 | 1.19 |
+/- Category | 0.08 | 2.91 | 1.96 | 2.71 | -0.38 | -4.76 | 1.05 | 0.50 |
+/- Category Index | - | - | - | 1.38 | -0.62 | -3.97 | -0.40 | 0.71 |
% Rank in Category | 27 | 8 | 2 | 11 | 33 | 91 | 27 | 30 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.12 | -0.07 |
1 Week | 0.25 | -0.38 | -1.29 |
1 Month | -0.27 | -0.28 | -0.98 |
3 Months | 2.19 | 0.27 | -0.14 |
6 Months | 6.56 | -0.86 | -0.75 |
YTD | 1.45 | -0.32 | -0.59 |
1 Year | 7.42 | 0.92 | 0.43 |
3 Years Annualised | -1.39 | -0.95 | -1.57 |
5 Years Annualised | 1.52 | -0.32 | -0.77 |
10 Years Annualised | 4.03 | 1.86 | 0.36 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.65 | - | - | - |
2023 | 1.60 | -0.98 | 0.54 | 6.11 |
2022 | -4.77 | -6.24 | -5.62 | 0.83 |
2021 | -2.38 | 3.01 | 0.48 | 2.01 |
2020 | -4.09 | 7.15 | -0.24 | 3.93 |
2019 | 4.47 | 3.28 | 4.53 | -1.55 |
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