LT Views Winter-2025-SINGLE-build08 - Flipbook - Page 19
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
Liontrust MA Blended Reserve Fund S Acc
0.17
5.91
-5.04
1.15
Liontrust MA Blended Moderate Fund S Acc
0.21
6.45
-1.36
8.86
Liontrust MA Blended Intermediate Fund S Acc
0.83
8.12
3.42
16.76
Liontrust MA Blended Progressive Fund S Acc
1.06
9.28
7.37
23.14
Liontrust MA Blended Growth Fund S Acc
1.75
11.58
13.51
33.90
Fund and share class
Total returns for the periods shown (%)
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 Blended Reserve Fund S Acc
5.91
7.27
-16.42
1.70
4.74
Liontrust MA Blended Moderate Fund S Acc
6.45
8.74
-14.79
5.69
4.42
Liontrust MA Blended Intermediate Fund S Acc
8.12
9.79
-12.88
8.71
3.85
Liontrust MA Blended Progressive Fund S Acc
9.28
10.82
-11.35
11.27
3.07
11.58
12.03
-9.19
14.25
3.25
Liontrust MA Blended Growth Fund S Acc
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
Emerging market equities
L&G US Index
L&G Emerging Market Index
Global high yield bonds
Europe ex-UK equities
Loomis Sayles US Growth Equity
iShares Corporate Bond Index
Japan equities
Developed Asia equities
CT American Smaller Companies
iShares UK Gilts All Stocks Index
Medium gilts
GQG Partners US Equity
BlackRock European Dynamic
UK equities
Liontrust GF Sustainable Future US
Growth
L&G All Stocks Gilt Index
Corporate bonds
Global ex-UK fixed income
Aegon High Yield Bond
BA Beutel Goodman US Value
Man Sterling Corporate Bond
Fidelity Asia Pacific Opportunities
iShares UK Property
iShares Continental European
Equity Index
M&G Japan
Artemis SmartGARP Global
Emerging Markets Equity
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
19
