Liontrust MA Blended Reserve Fund Class A 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 | 3.39 | -2.35 | 8.62 | 4.51 | 1.56 | -16.59 | 7.05 | 4.28 |
+/- Category | -1.47 | 1.52 | -0.45 | 0.67 | -1.89 | -6.30 | 0.77 | -0.14 |
+/- Category Index | - | - | - | -0.66 | -2.13 | -5.52 | -0.68 | -0.71 |
% Rank in Category | 71 | 37 | 42 | 36 | 72 | 96 | 35 | 50 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | 0.19 | 0.11 |
1 Week | 0.31 | 0.33 | 0.50 |
1 Month | 0.82 | 0.08 | 0.31 |
3 Months | 2.03 | -0.32 | -0.38 |
6 Months | 3.46 | -0.03 | -0.27 |
YTD | 5.21 | 0.23 | -0.27 |
1 Year | 10.35 | 0.07 | -0.96 |
3 Years Annualised | -2.04 | -2.20 | -2.79 |
5 Years Annualised | -0.31 | -1.94 | -2.23 |
10 Years Annualised | 2.23 | -0.65 | -1.53 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.89 | 1.08 | - | - |
2023 | 1.52 | -0.94 | 0.51 | 5.91 |
2022 | -6.03 | -7.15 | -6.17 | 1.89 |
2021 | -2.66 | 3.13 | -0.05 | 1.22 |
2020 | -5.51 | 6.51 | 0.78 | 3.03 |
2019 | 4.35 | 2.08 | 3.72 | -1.69 |
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