Liontrust Balanced Fund B Inc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2022 | 2023 | 31/03 | ||||||
Price Return | -23.15 | 20.14 | 7.56 | |||||
+/- Category | -13.35 | 10.71 | 2.09 | |||||
+/- Category Index | -17.30 | 7.72 | 0.73 | |||||
% Rank in Category | 100 | 1 | 11 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.32 | -1.53 | -0.65 |
1 Week | -0.73 | -1.36 | -0.33 |
1 Month | -1.98 | -1.39 | -0.67 |
3 Months | 4.60 | 0.17 | -0.81 |
6 Months | 15.29 | 1.06 | 0.89 |
YTD | 5.43 | 0.68 | 0.00 |
1 Year | 15.80 | 4.37 | 2.22 |
3 Years Annualised | 3.06 | -0.19 | -3.48 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
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 | 7.56 | - | - | - |
2023 | 9.16 | 3.78 | -1.12 | 7.24 |
2022 | -5.87 | -14.25 | -0.30 | -4.50 |
2021 | - | 10.05 | 2.14 | 6.67 |
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