Liontrust MA Monthly High Income Fund Class R 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 | 5.05 | -4.75 | 7.31 | -1.08 | 1.99 | -13.75 | 6.08 | 1.87 |
+/- Category | 0.19 | -0.87 | -1.77 | -4.91 | -1.46 | -3.47 | -0.20 | 0.10 |
+/- Category Index | - | - | - | -6.25 | -1.71 | -2.68 | -1.65 | -0.15 |
% Rank in Category | 38 | 69 | 77 | 95 | 81 | 87 | 59 | 42 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | 0.11 | -0.20 |
1 Week | -0.07 | 0.16 | 0.06 |
1 Month | -1.00 | 0.29 | 0.39 |
3 Months | 1.08 | 0.30 | 0.61 |
6 Months | 8.69 | 1.46 | 1.68 |
YTD | 0.97 | 0.67 | 0.47 |
1 Year | 5.09 | 0.62 | -0.11 |
3 Years Annualised | -1.91 | -1.22 | -1.73 |
5 Years Annualised | -0.85 | -2.15 | -2.75 |
10 Years Annualised | 0.76 | -1.85 | -2.74 |
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 | 1.87 | - | - | - |
2023 | 0.98 | -0.86 | -0.73 | 6.74 |
2022 | -5.19 | -6.88 | -5.80 | 3.71 |
2021 | -1.27 | 2.48 | -0.30 | 1.12 |
2020 | -13.57 | 8.26 | 0.92 | 4.75 |
2019 | 3.07 | 1.46 | 1.28 | 1.31 |
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