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23.08 Liontrust Views Summer 2023 Literature (Single) - Flipbook - Page 15


US stocks
Japanese stocks
European (but not
UK) stocks
UK stocks
Global high
yield bonds
Emerging market
bonds
5.76%
2.30%
0.58%
-0.46%
-1.16%
-1.26%
S&P 500
Composite Index
TOPIX Index
FTSE All World
Developed Europe
excluding UK Index
FTSE All-Share
Index
ICE Bank of
America ML Global
High Yield Bond
Index
JP Morgan Global
Emerging Market
Bond Index
Emerging market
stocks
European corporate
bonds
US corporate
bonds
Asian (but not
Japanese) stocks
Global government
bonds
UK corporate
bonds
-1.74%
-1.92%
-3.02%
-4.46%
-4.69%
-5.24%
MSCI Emerging
Market Index
Bloomberg Barclays
European Corporate
Bond Index
Bloomberg Barclays
US Corporate Bond
Index
MSCI
Pacific ex-Japan
Index
FTSE G7 Index
Bloomberg Barclays
Sterling Aggregate
Bond Index
To highlight the unpredictability of markets,
the table below details the performance of
global equity and fixed income indices over
the past five years (in sterling terms).
This table demonstrates how volatile markets
can be, and shows the benefits of diversifying
your investment, or in other words, not putting
all your eggs in one basket.
1 Jul 2022 to
30 Jun 2023
1 Jul 2021 to
30 Jun 2022
1 Jul 2020 to
30 Jun 2021
1 Jul 2019 to
30 Jun 2020
1 Jul 2018 to
30 Jun 2019
US stocks
14.24
1.68
25.93
10.73
14.54
European (but not UK) stocks
Index percentage growth (%)
19.42
-10.17
22.99
0.70
8.00
UK stocks
7.89
1.64
21.45
-12.99
0.57
Japanese stocks
9.84
-10.55
8.40
3.37
-4.43
Asian (but not Japanese) stocks
1.20
-3.05
20.14
-10.02
12.23
Emerging market stocks
-2.36
-14.68
26.43
-0.14
5.40
Global government bonds
-7.24
-4.44
-10.66
8.60
9.53
Global high yield bonds
4.78
-6.30
3.39
2.40
11.54
US corporate bonds
-3.00
-2.39
-7.60
12.79
14.85
European corporate bonds
-0.17
-12.15
-2.15
1.16
6.01
Emerging market bonds
2.07
-8.14
-4.46
4.57
15.48
-13.24
-13.98
-4.24
10.17
5.44
UK corporate bonds
Past performance is not a guide to future performance. Rebased in sterling where appropriate, i.e. all index returns are recalculated
based on exchange rates to give returns for a sterling investor. Source: Morningstar Direct, 30 June 2023.
LIONTRUST VIEWS – SUMMER
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