Liontrust Balanced Fund C Inc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 13.48 | -1.00 | 14.78 | 20.17 | 16.55 | -22.88 | 20.39 | 10.21 |
+/- Category | 0.77 | 6.20 | -3.28 | 13.27 | 2.99 | -13.08 | 10.96 | 2.65 |
+/- Category Index | - | - | - | 14.19 | 0.24 | -17.03 | 7.97 | 0.86 |
% Rank in Category | 33 | 3 | 85 | 3 | 22 | 100 | 1 | 12 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | -0.13 | 0.14 |
1 Week | -0.48 | -0.90 | -0.74 |
1 Month | 0.18 | -1.54 | -1.17 |
3 Months | 4.23 | 1.06 | -0.23 |
6 Months | 9.95 | 0.69 | -0.93 |
YTD | 9.42 | 1.23 | -0.71 |
1 Year | 16.20 | 1.24 | -2.03 |
3 Years Annualised | 2.93 | -0.74 | -4.38 |
5 Years Annualised | 7.37 | 1.47 | -0.53 |
10 Years Annualised | 8.20 | 1.17 | -0.92 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.60 | 2.43 | - | - |
2023 | 9.20 | 3.83 | -1.04 | 7.29 |
2022 | -5.80 | -14.13 | -0.23 | -4.43 |
2021 | -2.94 | 10.09 | 2.20 | 6.72 |
2020 | -5.40 | 16.75 | 4.52 | 4.10 |
2019 | 4.22 | 5.27 | 3.75 | 0.83 |
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