Liontrust MA Blended Reserve Fund Class R 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 | 2.80 | -3.07 | 7.87 | 3.80 | 0.81 | -17.17 | 6.31 | 1.16 |
+/- Category | -2.06 | 0.81 | -1.21 | -0.03 | -2.64 | -6.89 | 0.02 | 0.45 |
+/- Category Index | - | - | - | -1.37 | -2.88 | -6.10 | -1.43 | 0.68 |
% Rank in Category | 83 | 59 | 61 | 46 | 86 | 97 | 54 | 32 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.24 | -0.12 |
1 Week | 0.32 | 0.21 | -0.28 |
1 Month | -0.71 | 0.42 | -0.21 |
3 Months | 1.68 | 0.98 | 0.45 |
6 Months | 6.39 | -0.26 | -0.21 |
YTD | 1.02 | 0.61 | 0.09 |
1 Year | 5.92 | 1.38 | 0.34 |
3 Years Annualised | -3.12 | -2.49 | -3.09 |
5 Years Annualised | -0.87 | -2.26 | -2.89 |
10 Years Annualised | 1.31 | -1.25 | -2.23 |
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 | 1.71 | - | - | - |
2023 | 1.34 | -1.12 | 0.34 | 5.72 |
2022 | -6.19 | -7.31 | -6.34 | 1.70 |
2021 | -2.86 | 2.95 | -0.23 | 1.04 |
2020 | -5.65 | 6.27 | 0.60 | 2.91 |
2019 | 4.19 | 1.92 | 3.51 | -1.86 |
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