23.08 Liontrust Views Summer 2023 Literature (Single) - Flipbook - Page 17
CUMULATIVE RETURN
3 MONTHS
1 Apr 23 to
30 Jun 23
1 YEAR
1 Jul 22 to
30 Jun 23
3 YEARS
1 Jul 20 to
30 Jun 23
5 YEARS
1 Jul 18 to
30 Jun 23
Liontrust MA Explorer 35 Fund S Acc
-0.33
-7.91
-16.30
-10.48
Liontrust MA Explorer Income 45 Fund S Acc
-0.61
-2.18
-9.78
-2.80
Liontrust MA Explorer Income 60 Fund S Acc
0.68
2.34
4.90
11.41
Liontrust MA Explorer 70 Fund S Acc
1.26
4.69
12.05
16.16
Liontrust MA Explorer 85 Fund S Acc
1.95
8.05
22.01
24.33
Liontrust MA Explorer 100 Fund S Acc
2.26
9.58
23.74
29.78
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
1 Jul 22 to
30 Jun 23
1 Jul 21 to
30 Jun 22
1 Jul 20 to
30 Jun 21
1 Jul 19 to
30 Jun 20
1 Jul 18 to
30 Jun 19
Liontrust MA Explorer 35 Fund S Acc
-7.91
-9.73
0.68
3.82
3.02
Liontrust MA Explorer Income 45 Fund S Acc
-2.18
-13.36
6.45
3.80
3.79
Liontrust MA Explorer Income 60 Fund S Acc
2.34
-9.98
13.86
2.01
4.11
Liontrust MA Explorer 70 Fund S Acc
4.69
-9.96
18.87
0.07
3.60
Liontrust MA Explorer 85 Fund S Acc
8.05
-9.49
24.75
-1.40
3.34
Liontrust MA Explorer 100 Fund S Acc
9.58
-10.71
26.46
1.49
3.35
Source: Financial Express, as at 30 June 2023. Total return figures are calculated on a single pricing basis. Performance figures are shown
in sterling unless otherwise specified. The fund performance figures are net of all fees.
ASSET ALLOCATION
PERFORMED WELL
FUND SELECTION
DIDN’T PERFORM
AS WELL
US equities
Corporate bonds
Japan equities
Developed Asia equities
PERFORMED WELL
Ossiam Shiller Barclays CAPE
US Sector Value
European ex UK equities
Global government bonds
Loomis Sayles US Growth
Equity
Emerging market debt
Alternatives
AB American Growth
Global ex-UK fixed income
Medium-duration gilts
High yield bonds
Short-duration gilts
Barings Global High Yield
Bond
Global government bonds
UK equities
Emerging market equities
DIDN’T PERFORM
AS WELL
L&G All Stocks Gilt Index
Vanguard UK Government Bond
Index
iShares UK Gilts All Stocks Index
Fidelity Asia Pacific Opportunities
Federated Hermes Asia ex Japan
Equity
Man GLG Japan Core Alpha
Professional
L&G Global Infrastructure Index
Baillie Gifford Japanese
iShares UK Property
Barings Emerging Market
Sovereign Debt
iShares Physical Gold
BlackRock European Dynamic
Liontrust Sustainable Future
Corporate Bond
Tritax Big Box
iShares Corporate Bond Index
Lyxor UK Government Bond 0-5Y
SPDR Bloomberg 1-5 Year Gilt
BlackRock Emerging Markets
Past performance is not a guide to future performance. The value of an investment and the income
generated from it can fall as well as rise and is not guaranteed. You may get back less than you
originally invested. Please refer to page 26 for more information on the Key Risks.
Vontobel mtx Sustainable
Emerging Markets Leaders
JOHCM UK Dynamic
LIONTRUST VIEWS – SUMMER
17
