Liontrust Balanced Fund B Acc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2022 | 2023 | 31/08 | ||||||
Price Return | -23.14 | 20.14 | 7.85 | |||||
+/- Category | -13.34 | 10.71 | -0.16 | |||||
+/- Category Index | -17.30 | 7.72 | -2.86 | |||||
% Rank in Category | 100 | 1 | 61 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | -0.24 | 0.00 |
1 Week | 2.11 | 0.55 | 0.83 |
1 Month | -0.63 | -0.68 | -0.18 |
3 Months | -1.25 | -2.32 | -2.30 |
6 Months | 2.38 | -1.40 | -3.24 |
YTD | 7.95 | 0.51 | -1.84 |
1 Year | 11.92 | 0.40 | -2.03 |
3 Years Annualised | 1.28 | -1.35 | -5.15 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.55 | 2.37 | - | - |
2023 | 9.15 | 3.78 | -1.11 | 7.24 |
2022 | -5.87 | -14.24 | -0.31 | -4.50 |
2021 | - | 10.05 | 2.14 | 6.67 |
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