23.08 Liontrust MA Quarter In Review Q2 Literature (Single) - Flipbook - Page 25
MPS Dynamic Passive Portfolios: Q2 2023
3%
2.0%
2%
1.1%
1%
0.2%
0%
0%
-0.2%
-0.1%
-0.1%
-0.2%
-0.6%
-1%
-1.6%
-2%
Dynamic
Passive 1
Dynamic
Passive 2
Dynamic
Passive 3
Dynamic
Passive 4
Dynamic
Passive 5
Dynamic
Passive 6
Dynamic
Passive 7
Dynamic
Passive 8
UK CPI
SONIA Lending
Rate GBP
Source: Morningstar, Liontrust, 30.06.23. 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 Dynamic Passive Portfolios: Annualised returns since inception
10%
7.7%
8%
8.3%
7.0%
6.0%
6%
5.0%
3.7%
4%
3.6%
2.9%
1.9%
2%
0.7%
0%
Dynamic
Passive 1
Dynamic
Passive 2
Dynamic
Passive 3
Dynamic
Passive 4
Dynamic
Passive 5
Dynamic
Passive 6
Dynamic
Passive 7
Dynamic
Passive 8
UK CPI
SONIA Lending
Rate GBP
Source: Morningstar, Liontrust. The above graph is based on data from 30.09.15 to 30.06.23. 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 does not predict future returns. 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: Q2 2023 - 25
