24.01 Liontrust Views Winter 2024 - Flipbook - Page 17
CUMULATIVE RETURN
3 MONTHS
30 Sep 23 to
31 Dec 23
1 YEAR
31 Dec 22 to
31 Dec 23
3 YEARS
31 Dec 20 to
31 Dec 23
5 YEARS
31 Dec 18 to
31 Dec 23
Liontrust MA Explorer 35 Fund S Acc
6.86
5.95
-11.84
-4.51
Liontrust MA Explorer Income 45 Fund S Acc
6.65
8.86
-9.33
6.16
Liontrust MA Explorer Income 60 Fund S Acc
6.53
11.10
2.23
23.75
Liontrust MA Explorer 70 Fund S Acc
6.51
12.21
7.12
31.51
Liontrust MA Explorer 85 Fund S Acc
6.35
13.59
13.43
43.53
Liontrust MA Explorer 100 Fund S Acc
6.07
14.07
13.63
49.65
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
31 Dec 22 to
31 Dec 23
31 Dec 21 to
31 Dec 22
31 Dec 20 to
31 Dec 21
31 Dec 19 to
31 Dec 20
31 Dec 18 to
31 Dec 19
Liontrust MA Explorer 35 Fund S Acc
5.95
-17.16
0.44
2.79
5.38
Liontrust MA Explorer Income 45 Fund S Acc
8.86
-18.05
1.64
6.65
9.78
Liontrust MA Explorer Income 60 Fund S Acc
11.10
-14.22
7.26
6.76
13.38
Liontrust MA Explorer 70 Fund S Acc
12.21
-13.81
10.77
5.73
16.11
Liontrust MA Explorer 85 Fund S Acc
13.59
-11.82
13.25
6.42
18.90
Liontrust MA Explorer 100 Fund S Acc
14.07
-11.65
12.74
10.55
19.14
Source: Financial Express, as at 31 December 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
Alternatives
Corporate bonds
Japan equities
Global ex-UK fixed income
Developed Asia equities
Europe ex-UK equities
Emerging market equities
PERFORMED WELL
DIDN’T PERFORM
AS WELL
Ossiam Shiller Barclays CAPE
US Sector Value
Federated Hermes Asia ex-Japan
Equity
Liontrust GF Sustainable Future
US Growth
WisdomTree Enhanced Commodity
High yield bonds
Man GLG Sterling Corporate
Bond Professional
Emerging market debt
Loomis Sayles US Growth Equity
Medium-duration gilts
HSBC Global Aggregate Bond
Index
BlackRock European Dynamic
Vanguard Global Aggregate
Bond
Liontrust European Dynamic
iShares UK Property
L&G Global Infrastructure Index
iShares Corporate Bond Index
Barings Emerging Markets
Sovereign Debt
Liontrust Sustainable Future
Corporate Bond
Past performance does not predict future returns. You may get back less than you originally invested. Please refer to page 26 for more
information on the Key Risks.
LIONTRUST VIEWS – WINTER
17
