23.08 Liontrust Views Summer 2023 Literature (Single) - Flipbook - Page 25
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 UK Equity S Acc
-1.08
6.32
23.17
10.87
IA UK All Companies
-0.73
6.20
24.07
7.98
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 UK Equity S Acc
6.32
-4.93
21.86
-11.15
1.31
IA UK All Companies
6.20
-8.49
27.66
-11.03
-2.19
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
Cash
FUND SELECTION
DIDN’T PERFORM
AS WELL
UK equities
PERFORMED WELL
DIDN’T PERFORM
AS WELL
TB Evenlode Income
Artemis Income
Liontrust UK Equity
JOHCM UK Equity Income
JOHCM UK Dynamic
iShares MSCI Mid Cap
UK Equity
iShares MSCI UK Small Cap
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.
LIONTRUST VIEWS – SUMMER
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