Liontrust MA Dynamic Passive Reserve Fund Class Z 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 | 4.94 | -0.97 | 11.04 | 6.55 | 3.07 | -15.04 | 7.33 | 1.19 |
+/- Category | 0.08 | 2.91 | 1.96 | 2.71 | -0.38 | -4.76 | 1.05 | 0.48 |
+/- Category Index | - | - | - | 1.38 | -0.62 | -3.97 | -0.40 | 0.71 |
% Rank in Category | 27 | 8 | 2 | 11 | 33 | 91 | 27 | 30 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.32 | -0.39 | -0.75 |
1 Week | -0.32 | -0.43 | -0.91 |
1 Month | -1.08 | 0.06 | -0.58 |
3 Months | 1.34 | 0.63 | 0.11 |
6 Months | 7.18 | 0.53 | 0.58 |
YTD | 0.72 | 0.31 | -0.21 |
1 Year | 6.21 | 1.68 | 0.64 |
3 Years Annualised | -1.51 | -0.88 | -1.48 |
5 Years Annualised | 1.29 | -0.10 | -0.73 |
10 Years Annualised | 3.95 | 1.39 | 0.41 |
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 | 1.65 | - | - | - |
2023 | 1.60 | -0.98 | 0.54 | 6.11 |
2022 | -4.77 | -6.24 | -5.62 | 0.83 |
2021 | -2.38 | 3.01 | 0.48 | 2.01 |
2020 | -4.09 | 7.15 | -0.24 | 3.93 |
2019 | 4.47 | 3.28 | 4.53 | -1.55 |
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