Liontrust Balanced Fund C Acc 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 | 13.51 | -1.01 | 14.71 | 20.23 | 16.54 | -22.87 | 20.39 | 10.21 |
+/- Category | 0.80 | 6.19 | -3.35 | 13.32 | 2.98 | -13.07 | 10.96 | 2.65 |
+/- Category Index | - | - | - | 14.24 | 0.23 | -17.02 | 7.97 | 0.86 |
% Rank in Category | 33 | 3 | 85 | 3 | 22 | 100 | 1 | 12 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.17 | 0.44 |
1 Week | -0.78 | -1.20 | -1.04 |
1 Month | 0.67 | -1.05 | -0.69 |
3 Months | 3.63 | 0.45 | -0.84 |
6 Months | 10.83 | 1.57 | -0.05 |
YTD | 9.96 | 1.76 | -0.18 |
1 Year | 16.77 | 1.81 | -1.47 |
3 Years Annualised | 3.05 | -0.62 | -4.26 |
5 Years Annualised | 7.65 | 1.75 | -0.25 |
10 Years Annualised | 8.32 | 1.29 | -0.80 |
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 | 3.84 | -1.05 | 7.29 |
2022 | -5.78 | -14.14 | -0.24 | -4.43 |
2021 | -2.94 | 10.09 | 2.20 | 6.72 |
2020 | -5.36 | 16.75 | 4.52 | 4.10 |
2019 | 4.22 | 5.28 | 3.73 | 0.79 |
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