Liontrust MA Dynamic Passive Reserve Fund Class A AccumulationRegister 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 | 4.62 | -1.27 | 10.58 | 6.21 | 2.67 | -15.34 | 6.95 | 1.07 |
+/- Category | -0.25 | 2.61 | 1.50 | 2.37 | -0.78 | -5.06 | 0.66 | 0.36 |
+/- Category Index | - | - | - | 1.04 | -1.02 | -4.27 | -0.79 | 0.59 |
% Rank in Category | 31 | 13 | 5 | 18 | 40 | 92 | 39 | 34 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | -0.01 | -0.11 |
1 Week | 0.38 | -0.11 | -0.20 |
1 Month | -0.70 | -0.11 | -0.62 |
3 Months | 1.56 | 0.53 | -0.08 |
6 Months | 6.30 | -0.04 | -0.51 |
YTD | 0.90 | 0.17 | -0.44 |
1 Year | 6.11 | 1.34 | 0.04 |
3 Years Annualised | -1.77 | -1.24 | -1.88 |
5 Years Annualised | 1.03 | -0.42 | -1.08 |
10 Years Annualised | 3.65 | 1.06 | 0.07 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.56 | - | - | - |
2023 | 1.51 | -1.07 | 0.45 | 6.01 |
2022 | -4.86 | -6.32 | -5.71 | 0.74 |
2021 | -2.50 | 2.92 | 0.39 | 1.92 |
2020 | -4.20 | 7.09 | -0.32 | 3.86 |
2019 | 4.36 | 3.15 | 4.45 | -1.65 |
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