23.08 Liontrust MA Quarter In Review Q2 Literature (Single) - Flipbook - Page 37
Discrete performance for MA Dynamic Passive
Year 1
Year 2
Year 3
Year 4
Year 5
01.07.18 to
30.06.19
01.07.19 to
30.06.20
01.07.20 to
30.06.21
01.07.21 to
30.06.22
01.07.22 to
30.06.23
Liontrust MA Dynamic
Passive Reserve Fund
S Acc
5.2
5.5
4.1
-8.7
-4.5
Liontrust MA Dynamic
Passive Moderate Fund
S Acc
5.6
3.4
7.1
-7.6
-2.5
Liontrust MA Dynamic
Passive Intermediate
Fund S Acc
5.2
2.0
10.8
-5.9
0.3
Liontrust MA Dynamic
Passive Progressive Fund
S Acc
5.5
-0.3
15.2
-4.3
2.9
Liontrust MA Dynamic
Passive Growth Fund
S Acc
6.1
-2.1
21.0
-3.4
6.4
Liontrust MA Dynamic
Passive Adventurous
Fund S Acc
6.5
-0.4
23.7
-4.2
6.7
Source: FE Analytics, as at 30.06.23. 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 - 37
