Liontrust Balanced Fund A Acc GBP

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average5 star
5-YearHighBelow Average5 star
10-YearAverageBelow Average3 star
OverallAbove AverageBelow Average4 star
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1 Year Daily Volatility Chart (annualised)
  • Liontrust Balanced Fund A Acc GBP
  • Morningstar UK Adv Tgt Alloc NR GBP
Volatility Measurements31/08/2021
3-Yr Std Dev11.77 %
3-Yr Mean Return12.39 %
3-Yr Sharpe Ratio0.96
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 Morningstar UK Adv Tgt Alloc NR GBP  MSCI USA Growth NR USD
3-Yr Beta0.670.62
3-Yr Alpha5.31-2.48
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(
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