Liontrust Balanced Fund C Acc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 13.51 | -1.01 | 14.71 | 20.23 | 16.54 | -22.87 | 20.39 | 6.90 |
+/- Category | 0.80 | 6.19 | -3.35 | 13.32 | 2.98 | -13.07 | 10.96 | 2.18 |
+/- Category Index | - | - | - | 14.24 | 0.23 | -17.02 | 7.97 | 1.48 |
% Rank in Category | 33 | 3 | 85 | 3 | 22 | 100 | 1 | 8 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 2.38 | 1.97 | 1.96 |
1 Week | 1.77 | 1.22 | 0.79 |
1 Month | 2.67 | 3.24 | 1.66 |
3 Months | 6.63 | 2.21 | 1.27 |
6 Months | 15.22 | 3.69 | 1.23 |
YTD | 8.80 | 4.36 | 1.62 |
1 Year | 21.76 | 10.90 | 5.53 |
3 Years Annualised | 5.38 | 2.31 | -1.64 |
5 Years Annualised | 8.49 | 2.82 | 0.05 |
10 Years Annualised | 8.51 | 1.88 | -0.51 |
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 | 7.60 | - | - | - |
2023 | 9.20 | 3.84 | -1.05 | 7.29 |
2022 | -5.78 | -14.14 | -0.24 | -4.43 |
2021 | -2.94 | 10.09 | 2.20 | 6.72 |
2020 | -5.36 | 16.75 | 4.52 | 4.10 |
2019 | 4.22 | 5.28 | 3.73 | 0.79 |
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