23.10 Liontrust Views Autumn 2023 Literature (Single) - Flipbook - Page 25
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 UK Equity S Acc
0.30
11.87
25.16
12.35
IA UK All Companies
0.89
12.77
26.39
10.24
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 UK Equity S Acc
11.87
-10.38
24.84
-14.34
4.79
IA UK All Companies
12.77
-15.33
32.38
-12.76
-0.03
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
UK equities
FUND SELECTION
DIDN’T PERFORM
AS WELL
N/A
PERFORMED WELL
DIDN’T PERFORM
AS WELL
JOHCM UK Dynamic
WS Lindsell Train UK Equity
JOHCM UK Equity Income
WS TB Evenlode Income
Artemis Income
Liontrust UK Equity
iShares 100 UK Equity Index
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 – AUTUMN
25
