Liontrust MA Dynamic Passive Progressive Fund Class S AccumulationRegister 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 | 9.45 | -3.17 | 16.92 | 3.34 | 10.69 | -8.83 | 10.38 | 7.02 |
+/- Category | -0.56 | 3.20 | 1.25 | -1.91 | -0.46 | 1.25 | 2.01 | -0.13 |
+/- Category Index | - | - | - | -1.18 | -1.58 | -1.57 | -0.29 | -1.80 |
% Rank in Category | 59 | 11 | 32 | 66 | 59 | 39 | 23 | 55 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.33 | 0.35 |
1 Week | 0.89 | 0.54 | 0.16 |
1 Month | 1.30 | 0.43 | 0.34 |
3 Months | 1.64 | -0.19 | -0.21 |
6 Months | 4.08 | 0.37 | 0.08 |
YTD | 8.55 | 0.85 | -0.64 |
1 Year | 14.33 | 0.83 | -0.88 |
3 Years Annualised | 3.86 | 1.38 | -1.08 |
5 Years Annualised | 4.94 | 0.28 | -0.91 |
10 Years Annualised | 7.13 | 1.44 | 0.08 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.39 | 2.16 | - | - |
2023 | 2.95 | 0.34 | 0.62 | 6.19 |
2022 | -2.56 | -6.10 | -1.39 | 1.04 |
2021 | 1.51 | 4.27 | 1.72 | 2.81 |
2020 | -16.14 | 13.21 | 1.00 | 7.76 |
2019 | 6.41 | 4.58 | 3.38 | 1.63 |
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