Liontrust MA Dynamic Passive Progressive Fund Class D 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 | 9.42 | -3.15 | 16.84 | 3.34 | 10.60 | -8.87 | 10.34 | 6.99 |
+/- Category | -0.59 | 3.22 | 1.17 | -1.91 | -0.54 | 1.21 | 1.97 | -0.16 |
+/- Category Index | - | - | - | -1.18 | -1.66 | -1.60 | -0.33 | -1.82 |
% Rank in Category | 60 | 11 | 32 | 66 | 61 | 40 | 23 | 55 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.33 | 0.35 |
1 Week | 0.90 | 0.54 | 0.16 |
1 Month | 1.30 | 0.43 | 0.33 |
3 Months | 1.63 | -0.20 | -0.22 |
6 Months | 4.06 | 0.35 | 0.06 |
YTD | 8.52 | 0.82 | -0.67 |
1 Year | 14.29 | 0.79 | -0.92 |
3 Years Annualised | 3.82 | 1.34 | -1.12 |
5 Years Annualised | 4.91 | 0.24 | -0.94 |
10 Years Annualised | 7.20 | 1.51 | 0.15 |
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 | 4.38 | 2.15 | - | - |
2023 | 2.94 | 0.33 | 0.61 | 6.18 |
2022 | -2.56 | -6.11 | -1.40 | 1.03 |
2021 | 1.47 | 4.26 | 1.71 | 2.79 |
2020 | -16.14 | 13.20 | 1.04 | 7.74 |
2019 | 6.36 | 4.62 | 3.38 | 1.57 |
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