Liontrust Views Spring 2023 - Flipbook - Page 21
CUMULATIVE RETURN
3 MONTHS
1 Jan 23 to
31 Mar 23
1 YEAR
1 Apr 22 to
31 Mar 23
3 YEARS
1 Apr 20 to
31 Mar 23
5 YEARS
1 Apr 18 to
31 Mar 23
Liontrust MA Dynamic Passive Reserve Fund S Acc
1.55
-9.53
-1.74
5.88
Liontrust MA Dynamic Passive Moderate Fund S Acc
2.15
-8.02
6.28
11.25
Liontrust MA Dynamic Passive Intermediate Fund S Acc
2.51
-5.81
16.30
19.20
Liontrust MA Dynamic Passive Progressive Fund S Acc
2.95
-3.68
28.02
28.29
Liontrust MA Dynamic Passive Growth Fund S Acc
3.48
-1.81
42.04
37.89
Liontrust MA Dynamic Passive Adventurous Fund S Acc
3.18
-1.72
45.55
38.98
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
1 Apr 22 to
31 Mar 23
1 Apr 21 to
31 Mar 22
1 Apr 20 to
31 Mar 21
1 Apr 19 to
31 Mar 20
1 Apr 18 to
31 Mar 19
Liontrust MA Dynamic Passive Reserve Fund S Acc
-9.53
0.35
8.23
1.71
5.95
Liontrust MA Dynamic Passive Moderate Fund S Acc
-8.02
2.06
13.21
-1.74
6.54
Liontrust MA Dynamic Passive Intermediate Fund S Acc
-5.81
4.22
18.47
-4.25
7.05
Liontrust MA Dynamic Passive Progressive Fund S Acc
-3.68
6.25
25.09
-7.85
8.75
Liontrust MA Dynamic Passive Growth Fund S Acc
-1.81
8.35
33.50
-11.19
9.31
Liontrust MA Dynamic Passive Adventurous Fund S Acc
-1.72
7.97
37.16
-10.22
6.35
Source: Financial Express, as at 31 March 2023. Total return figures are calculated on a single pricing basis. Performance figures are
shown in sterling unless otherwise specified. The fund performance figures are net of all fees.
ASSET ALLOCATION
PERFORMED WELL
FUND SELECTION
DIDN’T PERFORM
AS WELL
PERFORMED WELL
DIDN’T PERFORM
AS WELL
UK equities
Alternatives
iShares UK Equity Index
iShares UK Property ETF
US equities
Medium-term gilts
L&G UK Index
Aegon Property Income
Japanese equities
Global government bonds
L&G US Index
Vanguard UK Government
Bond Index
Corporate bonds
HSBC American Index
iShares Japan Equity Index
Vanguard UK Investment
Grade Bond Index
iShares Corporate Bond Index
L&G All Stocks Gilt Index
iShares UK Gilts All Stocks Index
HSBC Global Aggregate
Bond Index
Past performance is not a guide to future performance. The value of an investment and the income generated from it can fall as well as rise
and is not guaranteed. You may get back less than you originally invested. Please refer to page 26 for more information on the Key Risks.
LIONTRUST VIEWS – SPRING
21
