100%

Liontrust MA Quarter In Review Q3-2022 15.11.22 (Spreads) - Flipbook - Page 23

MPS Income Portfolios: Q3 2022
2%
1.6%
0.4%
0%
-0.7%
-1.1%
-2%
-1.1%
-1.6%
-2.2%
-1.6%
-4%
Income 1
Income 2
Income 3
Income 4
Income 5
Income 6
UK CPI
SONIA
Lending Rate GBP
Source: Morningstar, Liontrust, 30.09.22. Performance of portfolios are given gross of any deduction of fees with the exception of underlying
assets. Deduction of fees will have the effect of reducing these returns. Note: CPI = Consumer Price Index (Bank of England current CPI target
is 2%). CPI and SONIA are used to reflect returns from inflation and cash, and are not formal performance comparators for the portfolios.
MPS Income Portfolios: Annualised returns since inception
8%
5.6%
6%
5.0%
4.3%
4%
3.4%
2.6%
2.6%
2%
1.7%
0.4%
0%
Income 1
Income 2
Income 3
Income 4
Income 5
Income 6
UK CPI
SONIA
Lending Rate GBP
Source: Morningstar, Liontrust. The above graph is based on data from 31.05.14 to 30.09.22. Performance of portfolios are given gross of any
deduction of fees with the exception of underlying assets. Deduction of fees will have the effect of reducing these returns. Note: CPI = Consumer Price
Index (Bank of England current CPI target is 2%). CPI and SONIA are used to reflect returns from inflation and cash, and are not formal performance
comparators for the portfolios. 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 38 for more information.
Liontrust Multi-Asset Funds and Portfolios Quarterly Report: Q3 2022 - 23

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