Liontrust Balanced Fund D 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 | 13.55 | -0.93 | 14.88 | 20.32 | 16.67 | -22.79 | 20.50 | 10.27 |
+/- Category | 0.84 | 6.27 | -3.18 | 13.42 | 3.10 | -12.99 | 11.07 | 2.70 |
+/- Category Index | - | - | - | 14.33 | 0.36 | -16.94 | 8.09 | 0.92 |
% Rank in Category | 32 | 3 | 84 | 3 | 21 | 100 | 1 | 10 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.17 | 0.45 |
1 Week | -0.78 | -1.19 | -1.04 |
1 Month | 0.68 | -1.04 | -0.68 |
3 Months | 3.65 | 0.48 | -0.81 |
6 Months | 10.89 | 1.63 | 0.01 |
YTD | 10.02 | 1.82 | -0.12 |
1 Year | 16.89 | 1.93 | -1.35 |
3 Years Annualised | 3.15 | -0.52 | -4.16 |
5 Years Annualised | 7.77 | 1.87 | -0.14 |
10 Years Annualised | 8.40 | 1.37 | -0.72 |
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 | 7.62 | 2.46 | - | - |
2023 | 9.22 | 3.86 | -1.02 | 7.32 |
2022 | -5.76 | -14.11 | -0.21 | -4.40 |
2021 | -2.91 | 10.12 | 2.22 | 6.75 |
2020 | -5.35 | 16.77 | 4.55 | 4.13 |
2019 | 4.28 | 5.29 | 3.77 | 0.83 |
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