Liontrust MA Dynamic Passive Reserve Fund Class D 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 | 4.70 | -1.23 | 10.78 | 6.30 | 2.83 | -15.24 | 7.07 | 1.11 |
+/- Category | -0.17 | 2.65 | 1.70 | 2.47 | -0.62 | -4.96 | 0.79 | 0.42 |
+/- Category Index | - | - | - | 1.13 | -0.86 | -4.17 | -0.66 | 0.63 |
% Rank in Category | 30 | 13 | 4 | 17 | 37 | 92 | 35 | 33 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.18 | 0.11 | -0.23 |
1 Week | -0.72 | -0.04 | -0.20 |
1 Month | 1.27 | 0.05 | -0.07 |
3 Months | 2.60 | 0.54 | 0.77 |
6 Months | 6.22 | 0.35 | -0.01 |
YTD | 2.34 | 0.56 | 0.36 |
1 Year | 8.44 | 1.59 | 0.42 |
3 Years Annualised | -0.89 | -0.79 | -1.24 |
5 Years Annualised | 1.29 | -0.40 | -0.85 |
10 Years Annualised | 3.92 | 1.24 | 0.31 |
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 | 1.59 | - | - | - |
2023 | 1.53 | -1.03 | 0.48 | 6.04 |
2022 | -4.83 | -6.29 | -5.69 | 0.78 |
2021 | -2.43 | 2.95 | 0.42 | 1.95 |
2020 | -4.13 | 7.08 | -0.27 | 3.83 |
2019 | 4.42 | 3.19 | 4.53 | -1.65 |
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