23.10 Liontrust Views Autumn 2023 Literature (Single) - Flipbook - Page 17
CUMULATIVE RETURN
3 MONTHS
30 Jun 23 to
30 Sep 23
1 YEAR
30 Sep 22 to
30 Sep 23
3 YEARS
30 Sep 20 to
30 Sep 23
5 YEARS
30 Sep 18 to
30 Sep 23
Liontrust MA Explorer 35 Fund S Acc
-0.43
1.96
-16.60
-11.09
Liontrust MA Explorer Income 45 Fund S Acc
-0.47
4.50
-11.14
-3.58
Liontrust MA Explorer Income 60 Fund S Acc
-0.41
7.00
2.74
9.24
Liontrust MA Explorer 70 Fund S Acc
-0.41
9.09
9.40
12.87
Liontrust MA Explorer 85 Fund S Acc
-0.27
9.67
18.48
21.29
Liontrust MA Explorer 100 Fund S Acc
-0.39
9.59
19.89
28.59
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
30 Sep 22 to
30 Sep 23
30 Sep 21 to
30 Sep 22
30 Sep 20 to
30 Sep 21
30 Sep 19 to
30 Sep 20
30 Sep 18 to
30 Sep 19
Liontrust MA Explorer 35 Fund S Acc
1.96
-18.31
0.13
0.79
5.77
Liontrust MA Explorer Income 45 Fund S Acc
4.50
-19.12
5.13
1.43
6.99
Liontrust MA Explorer Income 60 Fund S Acc
7.00
-14.78
12.66
0.21
6.11
Liontrust MA Explorer 70 Fund S Acc
9.09
-14.52
17.32
-1.42
4.66
Liontrust MA Explorer 85 Fund S Acc
9.67
-11.89
22.61
-2.02
4.49
Liontrust MA Explorer 100 Fund S Acc
9.59
-11.01
22.93
1.38
5.79
Source: Financial Express, as at 30 September 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
PERFORMED WELL
UK equities
Global ex-UK fixed income
JOHCM UK Dynamic
Corporate bonds
Europe ex-UK equities
Liontrust UK Equity
US equities
Emerging market equities
High yield bonds
Emerging market debt
Man GLG Sterling Corporate
Bond Professional
Japanese equities
Developed Asia equities
Alternatives
Medium-duration gilts
Short-duration gilts
Liontrust Sustainable Future
Corporate Bond
Ossiam Shiller Barclays
CAPE US Sector Value
Liontrust GF Sustainable
Future US Growth
Loomis Sayles US
Growth Equity
DIDN’T PERFORM
AS WELL
HSBC Global Aggregate
Bond Index
Vanguard Global
Aggregate Bond
BlackRock European Dynamic
Barings Europe Select
BlackRock Emerging Markets
Barings Emerging Markets
Sovereign Debt
Fidelity Asia Pacific
Opportunities
iShares UK Gilts All Stocks Index
Barings Global High
Yield Bond
Man GLG Japan
CoreAlpha Professional
Federated Hermes Asia
ex-Japan
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.
WisdomTree
Enhanced Commodity
Lyxor UK Government
Bond 0-5Y
LIONTRUST VIEWS – AUTUMN
17
