Liontrust Balanced Fund C Inc GBPRegister 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 | 13.48 | -1.00 | 14.78 | 20.17 | 16.55 | -22.88 | 20.39 | 7.60 |
+/- Category | 0.77 | 6.20 | -3.28 | 13.27 | 2.99 | -13.08 | 10.96 | 2.13 |
+/- Category Index | - | - | - | 14.19 | 0.24 | -17.03 | 7.97 | 0.77 |
% Rank in Category | 33 | 3 | 85 | 3 | 22 | 100 | 1 | 11 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | 0.01 | -0.38 |
1 Week | -3.25 | -1.53 | -1.30 |
1 Month | -1.06 | -0.75 | -1.16 |
3 Months | 4.96 | -0.35 | -1.05 |
6 Months | 12.35 | 3.39 | 1.90 |
YTD | 4.25 | 1.25 | -0.15 |
1 Year | 13.41 | 5.25 | 1.94 |
3 Years Annualised | 2.82 | 0.27 | -3.22 |
5 Years Annualised | 7.57 | 2.23 | -0.16 |
10 Years Annualised | 7.97 | 1.38 | -0.81 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.60 | - | - | - |
2023 | 9.20 | 3.83 | -1.04 | 7.29 |
2022 | -5.80 | -14.13 | -0.23 | -4.43 |
2021 | -2.94 | 10.09 | 2.20 | 6.72 |
2020 | -5.40 | 16.75 | 4.52 | 4.10 |
2019 | 4.22 | 5.27 | 3.75 | 0.83 |
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