Liontrust MA Monthly High Income 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 | 6.02 | -3.91 | 8.24 | -0.10 | 2.89 | -12.97 | 7.04 | 5.59 |
+/- Category | 1.16 | -0.03 | -0.84 | -3.93 | -0.56 | -2.69 | 0.76 | 1.17 |
+/- Category Index | - | - | - | -5.27 | -0.81 | -1.90 | -0.69 | 0.59 |
% Rank in Category | 22 | 52 | 64 | 91 | 68 | 79 | 36 | 14 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | -0.03 | -0.01 |
1 Week | 0.68 | -0.20 | -0.11 |
1 Month | 1.19 | 0.38 | 0.33 |
3 Months | 3.29 | 0.60 | 0.55 |
6 Months | 4.87 | 0.64 | -0.31 |
YTD | 6.33 | 1.42 | 0.58 |
1 Year | 11.84 | 2.41 | 1.29 |
3 Years Annualised | -0.30 | -0.35 | -0.98 |
5 Years Annualised | 0.76 | -0.93 | -1.34 |
10 Years Annualised | 2.01 | -0.84 | -1.76 |
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 | 2.10 | 1.05 | - | - |
2023 | 1.21 | -0.64 | -0.50 | 6.98 |
2022 | -4.98 | -6.67 | -5.59 | 3.94 |
2021 | -1.08 | 2.71 | -0.08 | 1.34 |
2020 | -13.33 | 8.53 | 1.11 | 5.04 |
2019 | 3.39 | 1.63 | 1.46 | 1.53 |
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