Liontrust MA Blended Reserve 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 | 2.80 | -3.07 | 7.87 | 3.80 | 0.81 | -17.17 | 6.31 | 1.71 |
+/- Category | -2.06 | 0.81 | -1.21 | -0.03 | -2.64 | -6.89 | 0.02 | -0.06 |
+/- Category Index | - | - | - | -1.37 | -2.88 | -6.10 | -1.43 | -0.31 |
% Rank in Category | 83 | 59 | 61 | 46 | 86 | 97 | 54 | 52 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | 0.15 | -0.35 |
1 Week | 0.28 | 0.02 | -0.30 |
1 Month | -0.91 | 0.28 | -0.01 |
3 Months | 2.02 | 0.72 | 0.38 |
6 Months | 7.68 | 0.29 | -0.49 |
YTD | 0.78 | 0.54 | 0.02 |
1 Year | 5.96 | 1.69 | 0.30 |
3 Years Annualised | -3.23 | -2.53 | -3.05 |
5 Years Annualised | -0.91 | -2.23 | -2.81 |
10 Years Annualised | 1.29 | -1.28 | -2.28 |
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 | 1.71 | - | - | - |
2023 | 1.34 | -1.12 | 0.34 | 5.72 |
2022 | -6.19 | -7.31 | -6.34 | 1.70 |
2021 | -2.86 | 2.95 | -0.23 | 1.04 |
2020 | -5.65 | 6.27 | 0.60 | 2.91 |
2019 | 4.19 | 1.92 | 3.51 | -1.86 |
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