Liontrust Balanced Fund B Inc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2022 | 2023 | 30/06 | ||||||
Price Return | -23.15 | 20.14 | 10.11 | |||||
+/- Category | -13.35 | 10.71 | 2.54 | |||||
+/- Category Index | -17.30 | 7.72 | 0.76 | |||||
% Rank in Category | 100 | 1 | 14 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.17 | 0.44 |
1 Week | -0.79 | -1.21 | -1.05 |
1 Month | 0.26 | -1.46 | -1.10 |
3 Months | 3.16 | -0.01 | -1.30 |
6 Months | 10.29 | 1.03 | -0.59 |
YTD | 9.40 | 1.21 | -0.73 |
1 Year | 16.05 | 1.09 | -2.19 |
3 Years Annualised | 2.65 | -1.02 | -4.66 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.56 | 2.37 | - | - |
2023 | 9.16 | 3.78 | -1.12 | 7.24 |
2022 | -5.87 | -14.25 | -0.30 | -4.50 |
2021 | - | 10.05 | 2.14 | 6.67 |
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