EN - Report (page 2) - Flipbook - Page 18
MPS Dynamic Beta Portfolios: Q4 2021
2.0%
1.84%
1.5%
1.18%
1%
1.09%
1.01%
0.94%
0.89%
0.59%
0.44%
0.5%
0.02%
0%
-0.07%
-0.5%
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Beta 1
Beta 2
Beta 3
Beta 4
Beta 5
Beta 6
Beta 7
Beta 8
UK CPI
SONIA
Lending Rate
GBP
Source: Morningstar, Liontrust, 31.12.21. Performance of portfolios are given gross of any deduction of fees with the exception of
underlying assets. Deduction of fees will have the effect of reducing these returns. Note: CPI = Consumer Price Index (Bank of England
current CPI target is 2%). CPI and SONIA are used to reflect returns from inflation and cash, and are not formal performance comparators for
the portfolios. 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 22 for more information.
18 - Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021
