LT Views Winter-2025-SINGLE-build08 - Flipbook - Page 25
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 UK Equity S Acc
-2.05
6.92
8.67
15.53
IA UK All Companies
-1.31
7.87
5.34
16.09
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 UK Equity S Acc
6.92
8.09
-5.96
14.47
-7.13
IA UK All Companies
7.87
7.38
-9.06
17.25
-6.01
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
N/A
FUND SELECTION
DIDN’T PERFORM
AS WELL
UK equities
PERFORMED WELL
DIDN’T PERFORM
AS WELL
Artemis Income
Invesco UK Opportunities
UK Dynamic Fund
WS Gresham House UK Multi
Cap Income
IFSL Evenlode Income
iShares Mid Cap UK Equity Index
iShares 100 UK Equity Index
Liontrust UK 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
25
