24.01 Liontrust Views Winter 2024 - Flipbook - Page 19
CUMULATIVE RETURN
3 MONTHS
30 Sep 23 to
31 Dec 23
1 YEAR
31 Dec 22 to
31 Dec 23
3 YEARS
31 Dec 20 to
31 Dec 23
5 YEARS
31 Dec 18 to
31 Dec 23
Liontrust MA Blended Reserve Fund S Acc
5.96
7.27
-8.82
4.04
Liontrust MA Blended Moderate Fund S Acc
6.39
8.74
-2.06
13.85
Liontrust MA Blended Intermediate Fund S Acc
6.27
9.79
3.99
21.99
Liontrust MA Blended Progressive Fund S Acc
6.02
10.82
9.32
30.08
Liontrust MA Blended Growth Fund S Acc
5.61
12.03
16.23
43.08
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
31 Dec 22 to
31 Dec 23
31 Dec 21 to
31 Dec 22
31 Dec 20 to
31 Dec 21
31 Dec 19 to
31 Dec 20
31 Dec 18 to
31 Dec 19
Liontrust MA Blended Reserve Fund S Acc
7.27
-16.42
1.70
4.74
8.93
Liontrust MA Blended Moderate Fund S Acc
8.74
-14.79
5.69
4.42
11.33
Liontrust MA Blended Intermediate Fund S Acc
9.79
-12.88
8.71
3.85
12.97
Liontrust MA Blended Progressive Fund S Acc
10.82
-11.35
11.27
3.07
15.45
Liontrust MA Blended Growth Fund S Acc
12.03
-9.19
14.25
3.25
19.23
Source: Financial Express, as at 31 December 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
DIDN’T PERFORM
AS WELL
Corporate bonds
Alternatives
iShares Corporate Bond Index
Federated Hermes Asia ex-Japan
US equities
Japan equities
Developed Asia equities
Vanguard UK Investment Grade
Bond Index
WisdomTree Enhanced Commodity
High yield bonds
Europe ex-UK equities
Emerging market equities
Medium-duration gilts
Developed Asia equities
Emerging market equities
UK equities
Global ex-UK fixed income
L&G US Index
Aegon High Yield Bond
Barings Global High Yield Bond
Ossiam Shiller Barclays CAPE US
Sector Value
AB American Growth
BlackRock European Dynamic
Loomis Sayles US Growth Equity
Liontrust European Dynamic
iShares UK Gilts All Stocks Index
iShares Continental European
Equity Index
iShares UK Property
JOHCM UK Dynamic
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 – WINTER
19
