Liontrust MA Quarter In Review Q3-2022 15.11.22 (Spreads) - Flipbook - Page 37
Discrete performance for MA Passive
Year 1
Year 2
Year 3
Year 4
Year 5
01/10/2017 to
30/09/2018
01/10/2018 to
30/09/2019
01/10/2019 to
30/09/2020
01/10/2020 to
30/09/2021
01/10/2021 to
30/09/2022
Liontrust MA Passive
Reserve Fund S Acc
4.7
10.0
0.7
4.8
-14.2
Liontrust MA Passive
Moderate Fund S Acc
5.7
9.0
-0.1
7.6
-12.5
Liontrust MA Passive
Intermediate Fund S Acc
7.6
7.5
-0.8
11.5
-9.8
Liontrust MA Passive
Progressive Fund S Acc
10.2
6.5
-2.5
16.0
-7.2
Liontrust MA Passive
Growth Fund S Acc
11.8
6.0
-3.8
21.5
-4.9
Liontrust MA Passive
Dynamic Fund S Acc
8.8
7.1
-0.9
22.6
-4.7
Source: FE Analytics, as at 30.09.22. 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 - 37
