23.10 Liontrust Views Autumn 2023 Literature (Single) - Flipbook - Page 21
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 Dynamic Passive Reserve Fund S Acc
0.49
1.79
-8.48
1.41
Liontrust MA Dynamic Passive Moderate Fund S Acc
0.61
2.81
-3.19
5.34
Liontrust MA Dynamic Passive Intermediate Fund S Acc
0.67
3.96
4.61
11.55
Liontrust MA Dynamic Passive Progressive Fund S Acc
0.62
5.03
13.03
17.33
Liontrust MA Dynamic Passive Growth Fund S Acc
0.58
6.78
23.44
25.90
Liontrust MA Dynamic Passive Adventurous Fund S Acc
0.57
6.41
24.42
32.07
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 Dynamic Passive Reserve Fund S Acc
1.79
-14.21
4.81
0.73
10.01
Liontrust MA Dynamic Passive Moderate Fund S Acc
2.81
-12.52
7.64
-0.13
8.96
Liontrust MA Dynamic Passive Intermediate Fund S Acc
3.96
-9.75
11.50
-0.76
7.46
Liontrust MA Dynamic Passive Progressive Fund S Acc
5.03
-7.24
16.02
-2.54
6.51
Liontrust MA Dynamic Passive Growth Fund S Acc
6.78
-4.87
21.52
-3.81
6.03
Liontrust MA Dynamic Passive Adventurous Fund S Acc
6.41
-4.66
22.63
-0.86
7.07
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
Corporate bonds
Developed Asia equities
US equities
Europe ex-UK equities
UK equities
Medium-duration gilts
Emerging market equities
Global ex-UK fixed income
Short-duration gilts
Japanese equities
High yield bonds
PERFORMED WELL
Vanguard UK Investment
Grade Bond Index
iShares Corporate Bond Index
DIDN’T PERFORM
AS WELL
L&G Pacific Index
HSBC Pacific Index
L&G US Index
iShares Continental Europe
Equity Index
HSBC American Index
HSBC Europe Index
L&G UK Index
iShares UK Gilts All Stocks Index
iShares UK Equities Index
Vanguard UK Government
Bond Index
HSBC FTSE All Share Index
iShares Emerging Markets
Equity Index
Global Aggregate Bond Index
L&G Global Infrastructure Index
L&G Emerging Markets
Equity Index
Lyxor UK Government
Bond 0-5Y
SPDR Bloomberg 1-5Y Gilt
iShares Japan Equity Index
HSBC Japan Index
iShares Euro High Yield
Corporate Bond ESG
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
LIONTRUST VIEWS – AUTUMN
21
