Liontrust MA Monthly High Income Fund Class A IncomeRegister 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 | 5.73 | -4.09 | 8.07 | -0.37 | 2.67 | -13.14 | 6.82 | 5.45 |
+/- Category | 0.87 | -0.21 | -1.01 | -4.20 | -0.77 | -2.86 | 0.54 | 1.03 |
+/- Category Index | - | - | - | -5.54 | -1.02 | -2.07 | -0.91 | 0.45 |
% Rank in Category | 28 | 56 | 66 | 92 | 72 | 81 | 41 | 17 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.04 | -0.02 |
1 Week | 0.67 | -0.21 | -0.12 |
1 Month | 1.17 | 0.36 | 0.31 |
3 Months | 3.22 | 0.53 | 0.48 |
6 Months | 4.75 | 0.52 | -0.42 |
YTD | 6.17 | 1.26 | 0.43 |
1 Year | 11.60 | 2.17 | 1.05 |
3 Years Annualised | -0.50 | -0.55 | -1.18 |
5 Years Annualised | 0.55 | -1.14 | -1.55 |
10 Years Annualised | 1.80 | -1.05 | -1.96 |
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 | 2.05 | 1.01 | - | - |
2023 | 1.16 | -0.69 | -0.55 | 6.92 |
2022 | -5.02 | -6.73 | -5.63 | 3.89 |
2021 | -1.13 | 2.66 | -0.13 | 1.29 |
2020 | -13.43 | 8.50 | 1.02 | 4.99 |
2019 | 3.34 | 1.56 | 1.46 | 1.49 |
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