24.01 Liontrust Views Winter 2024 - Flipbook - Page 21
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 Dynamic Passive Reserve Fund S Acc
6.06
7.12
-6.54
10.11
Liontrust MA Dynamic Passive Moderate Fund S Acc
6.51
8.53
-1.67
16.22
Liontrust MA Dynamic Passive Intermediate Fund S Acc
6.46
9.62
4.97
25.27
Liontrust MA Dynamic Passive Progressive Fund S Acc
6.19
10.38
11.39
34.58
Liontrust MA Dynamic Passive Growth Fund S Acc
5.80
11.76
18.67
46.49
Liontrust MA Dynamic Passive Adventurous Fund S Acc
5.57
11.62
18.89
51.96
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 Dynamic Passive Reserve Fund S Acc
7.12
-15.21
2.89
6.30
10.84
Liontrust MA Dynamic Passive Moderate Fund S Acc
8.53
-13.59
4.85
5.27
12.27
Liontrust MA Dynamic Passive Intermediate Fund S Acc
9.62
-11.11
7.72
4.75
13.92
Liontrust MA Dynamic Passive Progressive Fund S Acc
10.38
-8.83
10.69
3.34
16.92
Liontrust MA Dynamic Passive Growth Fund S Acc
11.76
-6.76
13.88
3.08
19.75
Liontrust MA Dynamic Passive Adventurous Fund S Acc
11.62
-6.62
14.06
6.29
20.26
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
Corporate bonds
Alternatives
L&G US Index
US equities
Japan equities
iShares Corporate Bond Index
High yield bonds
Developed Asia equities
HSBC American Index
Developed Asia equities
Emerging market equities
Vanguard UK Investment Grade
Bond Index
Europe ex-UK equities
Medium-duration gilts
Emerging market equities
DIDN’T PERFORM
AS WELL
WisdomTree Enhanced Commodity
iShares Continental Europe Equity
Index
Global ex-UK fixed income
iShares Euro High Yield Corporate
Bond ESG
UK equities
iShares UK Gilts All Stocks Index
iShares USD High Yield Corporate
Bond ESG
iShares Fallen Angels High Yield
Corporate Bond
iShares UK Property
BlackRock Global High Yield
Sustainable Credit
iShares UK Equities Index
L&G UK 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 – WINTER
21
