EN - Report (page 2) - Flipbook - Page 19
MPS Dynamic Beta Portfolios:
Annualised returns since inception
14%
11.75%
12%
10.96%
10.05%
10%
9.03%
7.89%
8%
6.38%
6%
4.91%
4%
3.25%
2.15%
2%
0.36%
0%
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. The above graph is based on data from 31.09.15 to 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.
Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021 - 19
