Liontrust Balanced Fund A Acc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 12.61 | -1.77 | 13.87 | 19.23 | 15.63 | -23.48 | 19.44 | 6.62 |
+/- Category | -0.10 | 5.43 | -4.19 | 12.33 | 2.06 | -13.68 | 10.01 | 1.89 |
+/- Category Index | - | - | - | 13.25 | -0.69 | -17.63 | 7.02 | 1.19 |
% Rank in Category | 50 | 4 | 92 | 3 | 31 | 100 | 1 | 10 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | 0.02 | -0.83 |
1 Week | -0.11 | -0.15 | -0.95 |
1 Month | -2.64 | -1.23 | -2.35 |
3 Months | 3.91 | -0.08 | -1.04 |
6 Months | 13.17 | 1.00 | 0.51 |
YTD | 5.12 | 1.12 | -1.01 |
1 Year | 14.49 | 4.39 | -0.25 |
3 Years Annualised | 2.48 | -0.45 | -4.30 |
5 Years Annualised | 6.93 | 1.36 | -1.24 |
10 Years Annualised | 7.24 | 0.65 | -1.60 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.39 | - | - | - |
2023 | 8.98 | 3.63 | -1.24 | 7.08 |
2022 | -5.97 | -14.30 | -0.43 | -4.62 |
2021 | -3.13 | 9.88 | 1.99 | 6.51 |
2020 | -5.57 | 16.51 | 4.31 | 3.90 |
2019 | 4.01 | 5.08 | 3.55 | 0.62 |
|
Advertisement |