23.08 Liontrust MA Quarter In Review Q2 Literature (Single) - Flipbook - Page 29
MA Blended Funds: Q2 2023
2%
1.8%
1%
0.6%
0%
0%
-1%
-0.9%
-0.7%
Blended Reserve
Blended Moderate
-2%
Blended Intermediate
Blended Progressive
Blended Growth
Source: FE Analytics, as at 30.06.23. Primary share class, total return figures are calculated on a single pricing basis with net income
(dividends) reinvested. Performance figures are shown in sterling. Transaction costs are included for the period shown but may differ in the
future as these costs cannot be determined with precision in advance.
MA Blended Funds: Annualised returns since inception
7%
5.8%
6%
5.4%
5.0%
5%
4.2%
4%
3.0%
3%
2%
1%
0%
Blended Reserve
Blended Moderate
Blended Intermediate
Blended Progressive
Blended Growth
Source: FE Analytics, as at 30.06.23. Performance is from 07.04.03 to provide a single inception point but some of the funds launched before
that date. Primary share class, total return figures are calculated on a single pricing basis with net income (dividends) reinvested. Performance
figures are shown in sterling. Transaction costs are included for the period shown but may differ in the future as these costs cannot be determined
with precision in advance. 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 - 29
