24.01 Liontrust Views Winter 2024 - Flipbook - Page 25
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 UK Equity S Acc
5.31
8.09
16.35
32.46
IA UK All Companies
4.46
7.38
14.50
31.55
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 UK Equity S Acc
8.09
-5.96
14.47
-7.13
22.59
IA UK All Companies
7.38
-9.06
17.25
-6.01
22.24
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
UK equities
FUND SELECTION
DIDN’T PERFORM
AS WELL
N/A
PERFORMED WELL
DIDN’T PERFORM
AS WELL
WS Evenlode Income
JOHCM UK Equity Income
iShares Mid Cap UK Equity Index
iShares 100 UK Equity Index
Artemis Income
iShares MSCI UK Small Cap
JOHCM UK Dynamic
WS Lindsell Train UK Equity
Liontrust UK Equity
iShares UK Equity Index
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
25
