Liontrust MA Dynamic Passive Progressive Fund Class Z 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 | 9.62 | -2.93 | 17.16 | 3.57 | 10.86 | -8.65 | 10.60 | 7.16 |
+/- Category | -0.38 | 3.44 | 1.49 | -1.68 | -0.29 | 1.43 | 2.23 | 0.01 |
+/- Category Index | - | - | - | -0.95 | -1.41 | -1.38 | -0.07 | -1.65 |
% Rank in Category | 56 | 10 | 29 | 64 | 56 | 36 | 20 | 51 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.33 | 0.35 |
1 Week | 0.90 | 0.54 | 0.16 |
1 Month | 1.32 | 0.45 | 0.35 |
3 Months | 1.69 | -0.14 | -0.16 |
6 Months | 4.19 | 0.48 | 0.18 |
YTD | 8.71 | 1.02 | -0.47 |
1 Year | 14.56 | 1.06 | -0.65 |
3 Years Annualised | 4.07 | 1.58 | -0.87 |
5 Years Annualised | 5.16 | 0.49 | -0.69 |
10 Years Annualised | 7.35 | 1.66 | 0.30 |
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 | 4.44 | 2.21 | - | - |
2023 | 3.01 | 0.39 | 0.67 | 6.24 |
2022 | -2.51 | -6.05 | -1.34 | 1.09 |
2021 | 1.52 | 4.33 | 1.77 | 2.85 |
2020 | -16.12 | 13.27 | 1.05 | 7.87 |
2019 | 6.46 | 4.62 | 3.42 | 1.71 |
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