Liontrust MA Blended Reserve Fund Class S 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 | 3.65 | -2.18 | 8.87 | 4.70 | 1.74 | -16.42 | 7.27 | 4.42 |
+/- Category | -1.22 | 1.70 | -0.21 | 0.87 | -1.71 | -6.13 | 0.98 | 0.00 |
+/- Category Index | - | - | - | -0.47 | -1.95 | -5.35 | -0.47 | -0.58 |
% Rank in Category | 64 | 31 | 36 | 34 | 70 | 95 | 30 | 45 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.18 | 0.10 |
1 Week | 0.31 | 0.32 | 0.50 |
1 Month | 0.83 | 0.09 | 0.32 |
3 Months | 2.07 | -0.28 | -0.34 |
6 Months | 3.55 | 0.07 | -0.18 |
YTD | 5.36 | 0.38 | -0.12 |
1 Year | 10.57 | 0.28 | -0.75 |
3 Years Annualised | -1.84 | -2.00 | -2.59 |
5 Years Annualised | -0.11 | -1.74 | -2.03 |
10 Years Annualised | 2.43 | -0.45 | -1.33 |
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 | 1.94 | 1.13 | - | - |
2023 | 1.57 | -0.89 | 0.57 | 5.96 |
2022 | -5.98 | -7.10 | -6.12 | 1.93 |
2021 | -2.63 | 3.18 | 0.00 | 1.27 |
2020 | -5.50 | 6.52 | 0.84 | 3.14 |
2019 | 4.38 | 2.19 | 3.71 | -1.58 |
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