Liontrust MA Quarter In Review Q3-2022 15.11.22 (Spreads) - Flipbook - Page 25
MPS Dynamic Beta Portfolios: Q3 2022
2%
1.6%
0.3%
0.3%
0.3%
0.4%
0%
-0.3%
-0.8%
-1.1%
-2%
-0.8%
-1.5%
-4%
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Beta 1
Beta 2
Beta 3
Beta 4
Beta 5
Beta 6
Beta 7
Beta 8
UK CPI
SONIA
Lending Rate
GBP
Source: Morningstar, Liontrust, 30.09.22. Performance of portfolios are given gross of any deduction of fees with the exception of underlying
assets. Deduction of fees will have the effect of reducing these returns. Note: CPI = Consumer Price Index (Bank of England current CPI target
is 2%). CPI and SONIA are used to reflect returns from inflation and cash, and are not formal performance comparators for the portfolios.
MPS Dynamic Beta Portfolios: Annualised returns since inception
10%
8.8%
7.9%
8%
7.0%
6.0%
6%
5.0%
3.6%
4%
3.1%
2.8%
2%
1.9%
0.4%
0%
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Dynamic
Beta 1
Beta 2
Beta 3
Beta 4
Beta 5
Beta 6
Beta 7
Beta 8
UK CPI
SONIA
Lending Rate
GBP
Source: Morningstar, Liontrust. The above graph is based on data from 30.09.15 to 30.09.22. Performance of portfolios are given gross of any
deduction of fees with the exception of underlying assets. Deduction of fees will have the effect of reducing these returns. Note: CPI = Consumer Price
Index (Bank of England current CPI target is 2%). CPI and SONIA are used to reflect returns from inflation and cash, and are not formal performance
comparators for the portfolios. 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 - 25
