Liontrust MA Dynamic Passive Progressive 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 | 9.25 | -3.29 | 16.75 | 3.18 | 10.47 | -8.98 | 10.20 | 6.90 |
+/- Category | -0.76 | 3.08 | 1.08 | -2.06 | -0.67 | 1.10 | 1.84 | -0.25 |
+/- Category Index | - | - | - | -1.34 | -1.80 | -1.71 | -0.46 | -1.92 |
% Rank in Category | 62 | 12 | 34 | 67 | 62 | 41 | 24 | 58 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.34 | 0.35 |
1 Week | 0.90 | 0.54 | 0.16 |
1 Month | 1.29 | 0.42 | 0.33 |
3 Months | 1.60 | -0.23 | -0.25 |
6 Months | 4.00 | 0.29 | 0.00 |
YTD | 8.42 | 0.72 | -0.77 |
1 Year | 14.16 | 0.65 | -1.06 |
3 Years Annualised | 3.70 | 1.21 | -1.24 |
5 Years Annualised | 4.78 | 0.11 | -1.07 |
10 Years Annualised | 6.97 | 1.28 | -0.08 |
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 | 4.34 | 2.12 | - | - |
2023 | 2.91 | 0.30 | 0.58 | 6.15 |
2022 | -2.59 | -6.14 | -1.43 | 1.00 |
2021 | 1.44 | 4.22 | 1.69 | 2.76 |
2020 | -16.18 | 13.19 | 0.97 | 7.71 |
2019 | 6.36 | 4.56 | 3.34 | 1.59 |
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