Liontrust MA Dynamic Passive Reserve Fund Class S 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 | 4.72 | -1.17 | 10.84 | 6.30 | 2.89 | -15.21 | 7.12 | 1.60 |
+/- Category | -0.14 | 2.70 | 1.76 | 2.46 | -0.56 | -4.92 | 0.84 | -0.18 |
+/- Category Index | - | - | - | 1.13 | -0.80 | -4.14 | -0.61 | -0.42 |
% Rank in Category | 30 | 12 | 4 | 17 | 36 | 91 | 34 | 56 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.15 | -0.25 | 0.27 |
1 Week | -0.09 | -0.22 | 0.26 |
1 Month | -0.62 | 0.42 | 0.89 |
3 Months | 1.66 | 0.56 | 0.79 |
6 Months | 7.56 | -0.06 | 0.04 |
YTD | 0.97 | 0.35 | 0.48 |
1 Year | 6.61 | 1.78 | 1.58 |
3 Years Annualised | -1.60 | -1.04 | -1.42 |
5 Years Annualised | 1.16 | -0.26 | -0.72 |
10 Years Annualised | 3.80 | 1.19 | 0.29 |
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 | 1.60 | - | - | - |
2023 | 1.55 | -1.03 | 0.50 | 6.06 |
2022 | -4.82 | -6.29 | -5.67 | 0.78 |
2021 | -2.41 | 2.96 | 0.43 | 1.96 |
2020 | -4.15 | 7.06 | -0.26 | 3.86 |
2019 | 4.45 | 3.20 | 4.48 | -1.58 |
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