Liontrust MA Quarter In Review Q3-2022 15.11.22 (Spreads) - Flipbook - Page 31
MA Passive Funds: Q3 2022
2%
0.2%
0.8%
0%
-1.4%
-2%
-2.8%
-4%
-4.6%
-6%
8%
-5.7%
Passive Reserve
Passive Moderate
Passive Intermediate
Passive Progressive
Passive Growth
Passive Dynamic
Source: FE Analytics, as at 30.09.22. Primary share class, total return figures are calculated on a single pricing basis with net income
(dividends) reinvested. Performance figures are shown in sterling. Transaction costs are included for the period shown but may differ in the
future as these costs cannot be determined with precision in advance
MA Passive Funds: Annualised returns since inception
8%
6.6%
5.9%
6%
5.9%
5.1%
4%
3.7%
4.3%
2%
0%
Passive Reserve
Passive Moderate
Passive Intermediate
Passive Progressive
Passive Growth
Passive Dynamic
Source: FE Analytics, as at 30.09.22. Performance is from 08.03.11 to provide a single inception point but some of the funds launched before
that date. Primary share class, total return figures are calculated on a single pricing basis with net income (dividends) reinvested. Performance
figures are shown in sterling. Transaction costs are included for the period shown but may differ in the future as these costs cannot be determined
with precision in advance. Past performance is not a guide to future performance. The value of an investment and the income generated from it
can fall as well as rise and is not guaranteed. You may get back less than you originally invested. Please refer to page 38 for more information.
Liontrust Multi-Asset Funds and Portfolios Quarterly Report: Q3 2022 - 31
