100%

23.08 Liontrust Views Summer 2023 Literature (Single) - Flipbook - Page 19


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 Blended Reserve Fund S Acc
-0.89
-3.67
-10.98
-5.69
Liontrust MA Blended Moderate Fund S Acc
-0.70
-1.81
-3.29
2.15
Liontrust MA Blended Intermediate Fund S Acc
0.02
0.63
4.65
8.75
Liontrust MA Blended Progressive Fund S Acc
0.64
3.43
12.28
14.54
Liontrust MA Blended Growth Fund S Acc
1.82
6.99
23.01
24.59
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 Blended Reserve Fund S Acc
-3.67
-11.54
4.48
2.76
3.09
Liontrust MA Blended Moderate Fund S Acc
-1.81
-9.53
8.87
1.88
3.68
Liontrust MA Blended Intermediate Fund S Acc
0.63
-8.23
13.32
0.21
3.70
Liontrust MA Blended Progressive Fund S Acc
3.43
-7.58
17.47
-1.47
3.53
Liontrust MA Blended Growth Fund S Acc
6.99
-6.84
23.43
-2.47
3.84
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
PERFORMED WELL
DIDN’T PERFORM
AS WELL
US equities
Corporate bonds
L&G US Index
iShares Corporate Bond Index
Europe ex UK equities
Alternatives
High yield bonds
Medium gilts
Loomis Sayles US
Growth Equity
Vanguard UK Investment
Grade Bond Index
Japan equities
Short gilts
AB American Growth
iShares UK Property
Ossiam Shiller Barclays
CAPE US Sector Value
iShares Physical Gold
Global ex UK bonds
Developed Asia equities
UK equities
Emerging market equities
Barings Global High
Yield Bond
iShares € High Yield
Corporate Bond ESG
iShares $ High Yield
Corporate Bonds ESG
WisdomTree Enhanced
Commodity
L&G Global Infrastructure Index
iShares Environment and Low
Carbon Tilt Real Estate Index
iShares UK Gilts All Stocks Index
iShares Japan Equity index
L&G All Stocks Gilt Index
Man GLG Japan CoreAlpha
Professional
Vanguard UK Government
Bond Index
M&G Japan Smaller
Companies
Lyxor UK Government Bond
L&G Emerging markets
Equity Index
Vontobel mtx Sustainable
Emerging Markets Leaders
JOHMC UK Dynamic
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.
iShares MSCI UK SmallCap
LIONTRUST VIEWS – SUMMER
19