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Liontrust Balanced Fund A Acc GBP

Growth Of 1000 (GBP) 31/10/2019
Fund:  Liontrust Balanced Fund A Acc GBP
Category:  GBP Adventurous Allocation
Category Index:  Morningstar UK Adventurous
Growth of 1,000 GBP
Annual Returns (GBP)31/10/2019
 201220132014201520162017201831/10
Price Return6.4616.031.511.5611.9812.61-1.779.83
+/- Category-4.020.94-3.63-0.67-2.14-0.105.43-3.50
+/- Category Index-4.43-2.04-5.65-0.78-11.340.723.50-4.93
% Rank in Category874089616650492
Trailing Returns (GBP)12/11/2019
   Total Returns   +/- Category   +/- Category Index
1 Day-0.06   0.09-0.06
1 Week0.22   0.020.08
1 Month0.46   -1.34-1.12
3 Months-1.59   -2.55-0.87
6 Months4.49   -0.720.59
YTD11.46   -3.05-4.01
1 Year8.18   -0.53-2.12
3 Years Annualised8.73   1.590.11
5 Years Annualised6.87   -0.76-2.79
10 Years Annualised6.89   -0.83-3.14
 
Quarterly Returns (GBP)31/10/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
20194.015.083.55-
2018-2.706.601.61-6.78
20173.330.692.325.78
2016-3.752.488.314.81
20157.45-3.94-7.516.39
2014-3.631.382.011.85
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1530 Sep 1630 Sep 1730 Sep 1830 Sep 19
-2.7813.6711.5811.485.49
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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