23.08 Liontrust MA Quarter In Review Q2 Literature (Single) - Flipbook - Page 31
MA Dynamic Passive Funds: Q2 2023
3%
1.9%
2%
1.5%
1%
0.3%
0%
-0.2%
-1%
-1.0%
-0.9%
Dynamic Passive
Reserve
Dynamic Passive
Moderate
-2%
Dynamic Passive
Intermediate
Dynamic Passive
Progressive
Dynamic Passive
Growth
Dynamic Passive
Adventurous
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 Dynamic Passive Funds: Annualised returns since inception
9%
7.7%
8%
5.5%
6%
5%
4%
7.3%
6.7%
7%
3.6%
4.5%
3%
2%
1%
0%
Dynamic Passive
Reserve
Dynamic Passive
Moderate
Dynamic Passive
Intermediate
Dynamic Passive
Progressive
Dynamic Passive
Growth
Dynamic Passive
Adventurous
Source: FE Analytics, as at 30.06.23. Performance is from 08.03.11 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 - 31
