Liontrust MA Blended Progressive Fund Class S AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 8.68 | -4.38 | 15.45 | 3.07 | 11.27 | -11.34 | 10.82 | 8.14 |
+/- Category | -1.32 | 1.99 | -0.22 | -2.17 | 0.12 | -1.26 | 2.45 | 0.36 |
+/- Category Index | - | - | - | -1.45 | -1.00 | -4.08 | 0.15 | -0.66 |
% Rank in Category | 73 | 20 | 56 | 67 | 50 | 71 | 18 | 40 |
Trailing Returns (GBP) | 18/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.06 | 0.25 |
1 Week | 0.71 | -0.20 | -0.23 |
1 Month | 2.80 | 1.13 | 0.87 |
3 Months | 2.42 | 0.17 | -0.53 |
6 Months | 6.81 | 0.23 | -0.85 |
YTD | 9.59 | 0.66 | -1.11 |
1 Year | 15.75 | 0.62 | -0.50 |
3 Years Annualised | 3.50 | 0.35 | -1.86 |
5 Years Annualised | 5.14 | -0.12 | -1.44 |
10 Years Annualised | 6.74 | 0.49 | -0.79 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.51 | 1.69 | 1.76 | - |
2023 | 3.41 | 0.64 | 0.44 | 6.02 |
2022 | -3.64 | -7.42 | -3.15 | 2.62 |
2021 | 2.53 | 4.75 | 0.86 | 2.72 |
2020 | -16.33 | 12.62 | 2.24 | 6.98 |
2019 | 6.73 | 3.46 | 2.74 | 1.76 |
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