LT Views Winter-2025-SINGLE-build08 - Flipbook - Page 21
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
-0.03
5.49
-4.18
4.80
Liontrust MA Dynamic Passive Moderate Fund S Acc
0.23
6.63
0.00
10.38
Liontrust MA Dynamic Passive Intermediate Fund S Acc
0.82
8.58
5.81
19.39
Liontrust MA Dynamic Passive Progressive Fund S Acc
1.25
10.23
10.92
26.87
Liontrust MA Dynamic Passive Growth Fund S Acc
1.84
13.04
17.79
38.27
Liontrust MA Dynamic Passive Adventurous Fund S Acc
2.26
14.69
19.54
44.92
Fund and share class
Total returns for the periods shown (%)
Liontrust MA Dynamic Passive Reserve 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 Dynamic Passive Reserve Fund S Acc
5.49
7.12
-15.21
2.89
6.30
Liontrust MA Dynamic Passive Moderate Fund S Acc
6.63
8.53
-13.59
4.85
5.27
Liontrust MA Dynamic Passive Intermediate Fund S Acc
8.58
9.62
-11.11
7.72
4.75
Liontrust MA Dynamic Passive Progressive Fund S Acc
10.23
10.38
-8.83
10.69
3.34
Liontrust MA Dynamic Passive Growth Fund S Acc
13.04
11.76
-6.76
13.88
3.08
Liontrust MA Dynamic Passive Adventurous Fund S Acc
14.69
11.62
-6.62
14.06
6.29
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
US equities
Europe ex-UK equities
L&G US Index
Global high yield bonds
Corporate bonds
HSBC American Index
Japan equities
Medium gilts
iShares Emerging Markets Equity Index
Emerging market equities
Developed Asia equities
iShares Euro High Yield
Corporate Bond
UK equities
Global ex-UK fixed income
Alternatives
iShares Japan Equity
iShares Physical Gold
BlackRock Global High Yield ESG
HSBC Japan Index
L&G Global Infrastructure Index
DIDN’T PERFORM
AS WELL
iShares Continental European
Equity Index
Abrdn Asia Pacific ex-Japan
Equity Tracker
iShares Corporate Bond Index
HSBC European Index
iShares UK Gilts All Stocks Index
L&G Emerging Markets Equity Index
Vanguard UK Investment Grade
Bond Index
L&G All Stocks Gilt Index
iShares UK Property
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
21
