Liontrust Balanced Fund A Inc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 12.62 | -1.76 | 13.87 | 19.24 | 15.62 | -23.48 | 19.43 | 5.64 |
+/- Category | -0.09 | 5.44 | -4.19 | 12.34 | 2.06 | -13.68 | 10.00 | -2.04 |
+/- Category Index | - | - | - | 13.25 | -0.69 | -17.63 | 7.02 | -4.72 |
% Rank in Category | 50 | 4 | 92 | 3 | 31 | 100 | 1 | 89 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.20 | 0.61 | 0.79 |
1 Week | 2.85 | 1.19 | 0.38 |
1 Month | -1.75 | -0.18 | -0.66 |
3 Months | -1.75 | -1.09 | -1.99 |
6 Months | 4.26 | -1.22 | -2.66 |
YTD | 7.22 | 0.87 | -1.84 |
1 Year | 13.21 | 1.32 | -1.98 |
3 Years Annualised | 1.43 | -0.88 | -4.75 |
5 Years Annualised | 6.26 | 0.62 | -2.01 |
10 Years Annualised | 7.20 | 0.62 | -1.69 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.39 | 2.23 | - | - |
2023 | 8.98 | 3.63 | -1.24 | 7.08 |
2022 | -5.97 | -14.30 | -0.43 | -4.62 |
2021 | -3.14 | 9.88 | 1.99 | 6.51 |
2020 | -5.57 | 16.51 | 4.31 | 3.90 |
2019 | 4.01 | 5.07 | 3.56 | 0.61 |
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