Liontrust MA Dynamic Passive Progressive Fund Class R AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.80 | -3.72 | 16.19 | 2.75 | 9.99 | -9.39 | 9.72 | 6.59 |
+/- Category | -1.20 | 2.64 | 0.52 | -2.49 | -1.15 | 0.70 | 1.36 | -0.56 |
+/- Category Index | - | - | - | -1.77 | -2.28 | -2.12 | -0.94 | -2.23 |
% Rank in Category | 71 | 15 | 43 | 71 | 69 | 49 | 29 | 65 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.33 | 0.35 |
1 Week | 0.88 | 0.53 | 0.15 |
1 Month | 1.25 | 0.38 | 0.29 |
3 Months | 1.49 | -0.34 | -0.36 |
6 Months | 3.76 | 0.06 | -0.24 |
YTD | 8.07 | 0.37 | -1.12 |
1 Year | 13.65 | 0.15 | -1.56 |
3 Years Annualised | 3.24 | 0.75 | -1.70 |
5 Years Annualised | 4.31 | -0.35 | -1.54 |
10 Years Annualised | 6.51 | 0.82 | -0.54 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | 2.01 | - | - |
2023 | 2.80 | 0.19 | 0.47 | 6.03 |
2022 | -2.71 | -6.24 | -1.54 | 0.89 |
2021 | 1.31 | 4.08 | 1.62 | 2.65 |
2020 | -16.28 | 13.06 | 0.87 | 7.62 |
2019 | 6.21 | 4.45 | 3.23 | 1.46 |
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