LT Views Winter-2025-SINGLE-build08 - Flipbook - Page 17
CUMULATIVE RETURN
3 MONTHS
30 Sep 24 to
31 Dec 24
1 YEAR
31 Dec 23 to
31 Dec 24
3 YEARS
31 Dec 21 to
31 Dec 24
5 YEARS
31 Dec 19 to
31 Dec 24
-0.42
5.87
-7.08
-4.06
Liontrust MA Explorer Income 45 Fund S Acc
0.00
6.75
-4.76
3.17
Liontrust MA Explorer Income 60 Fund S Acc
0.54
8.00
2.94
17.92
Liontrust MA Explorer 70 Fund S Acc
1.00
9.00
5.42
23.46
Liontrust MA Explorer 85 Fund S Acc
1.52
10.21
10.39
33.04
Liontrust MA Explorer 100 Fund S Acc
2.36
11.30
12.17
39.80
Fund and share class
Total returns for the periods shown (%)
Liontrust MA Explorer 35 Fund S Acc
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
31 Dec 23 to
31 Dec 24
31 Dec 22 to
31 Dec 23
31 Dec 21 to
31 Dec 22
31 Dec 20 to
31 Dec 21
31 Dec 19 to
31 Dec 20
Liontrust MA Explorer 35 Fund S Acc
5.87
5.95
-17.16
0.44
2.79
Liontrust MA Explorer Income 45 Fund S Acc
6.75
8.86
-18.05
1.57
6.66
Liontrust MA Explorer Income 60 Fund S Acc
8.00
11.10
-14.22
7.28
6.78
Liontrust MA Explorer 70 Fund S Acc
9.00
12.21
-13.81
10.77
5.73
Liontrust MA Explorer 85 Fund S Acc
10.21
13.59
-11.82
13.25
6.42
Liontrust MA Explorer 100 Fund S Acc
11.30
14.07
-11.65
12.74
10.55
Source: Financial Express, as at 31 December 2024. 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
US equities
UK equities
Loomis Sayles US Growth Equity
iShares UK Gilts All Stocks Index
Global high yield bonds
Global ex-UK fixed income
HSBC American Index
HSBC Global Aggregate Bond
Corporate bonds
Developed Asia equities
CT American Smaller Companies
Invesco UK Opportunities
Medium gilts
GQG Partners US Equity
Vanguard Global Aggregate Bond
Europe ex-UK equities
Liontrust GF Sustainable Future
US Growth
WS Gresham House UK Multi
Cap Income
M&G Japan
Fidelity Asia Pacific Opportunities
Artemis SmartGARP Global
Emerging Markets Equity
IFSL Evenlode Income
Emerging market debt
BlackRock European Dynamic
Past performance does not predict future returns. You may get back less than you originally invested. Please refer to page 26 for more
information on the Key Risks.
LIONTRUST VIEWS – WINTER
17
