Liontrust Sustainable Investment Annual Review 2023 - Flipbook - Page 18
Discrete returns (%)
Dec-23
Dec-22
Dec-21
Dec-20
Dec-19
Liontrust Sustainable Future Managed 2 Inc
11.8
-20.5
13.5
21.3
24.7
IA Mixed Investment 40-85% Shares
8.1
-10.0
10.9
5.3
15.8
Liontrust Sustainable Future Global Growth 2 Acc
15.2
-21.3
17.4
32.3
29.4
MSCI World
16.8
-7.8
22.9
12.3
22.7
IA Global
12.7
-11.1
17.7
15.3
21.9
Liontrust Sustainable Future European Growth 2 Acc
6.7
-27.7
13.7
24.3
25.9
MSCI Europe ex UK
14.8
-7.6
16.7
7.5
20.0
IA Europe Excluding UK
14.0
-9.0
15.8
10.3
20.3
Liontrust Sustainable Future UK Growth 2 Acc
5.0
-25.8
12.5
5.3
30.2
MSCI UK
7.7
7.1
19.6
-13.2
16.4
IA UK All Companies
7.4
-9.1
17.2
-6.0
22.2
Liontrust UK Ethical 2 Acc
3.6
-25.3
10.4
2.8
37.8
MSCI UK
7.7
7.1
19.6
-13.2
16.4
IA UK All Companies
7.4
-9.1
17.2
-6.0
22.2
Liontrust Sustainable Future Managed Growth 2 Acc
15.4
-20.7
16.5
33.2
26.4
IA Flexible Investment
7.1
-9.0
11.3
6.7
15.7
Liontrust Sustainable Future Cautious Managed 2 Inc
8.9
-18.2
9.2
12.8
19.5
IA Mixed Investment 40-85% Shares
8.1
-10.0
10.9
5.3
15.8
Liontrust Sustainable Future Defensive Managed 2 Inc
8.2
-18.4
6.8
11.3
16.8
IA Mixed Investment 20-60% Shares
6.8
-9.5
7.2
3.5
11.8
Liontrust Sustainable Future Monthly Income Bond B Gr Inc
13.1
-15.4
-0.2
5.5
9.4
iBoxx Sterling Corporates 5-15 years
11.3
-19.2
-3.3
8.6
10.7
IA Sterling Corporate Bond
9.4
-16.1
-1.9
7.8
9.5
Liontrust Sustainable Future Corporate Bond 2 Inc
13.0
-19.1
-2.0
7.0
11.8
IBOXX GBP Corporate All Maturities
9.7
-18.4
-3.2
8.6
11.0
IA Sterling Corporate Bond
9.4
-16.1
-1.9
7.8
9.5
Liontrust GF Sustainable Future European Corporate Bond A5 Acc EUR*
10.4
-14.8
-0.3
1.0
7.3
Markit iBoxx Euro Corporates Index
8.2
-14.2
-1.1
2.7
6.3
Liontrust GF Sustainable Future Global Growth B5 Acc USD**
22.5
-30.3
15.4
38.0
–
MSCI World
23.8
-18.1
21.8
15.9
N/A
Liontrust GF Sustainable Future Multi Asset Global A1 EUR*
10.4
-20.2
–
–
–
50% MSCI World, 35% Markit iBoxx EUR Overall, 15% ESTER
12.7
-12.3
–
–
–
9.7
-29.0
20.4
13.5
32.4
15.8
-9.5
25.1
-3.3
26.0
Liontrust GF Sustainable Future US Growth B5 Acc USD**
–
–
–
–
–
MSCI USA
–
–
–
–
–
IA North America
–
–
–
–
–
Liontrust GF Sustainable Future Pan European Growth A1 Acc EUR*
MSCI Europe
Source: Data as at 31.12.23. FE Analytics. primary share class, total return (net of fees, interest/income reinvested). Funds versus comparator benchmarks.
GF SF Global Growth Fund launched 12.11.19, GF SF Multi Asset Global Fund launched 13.10.21 and GF SF US Growth Fund launched 07.07.23, so
discrete data is not available for five full 12-month periods. *In Euros. **In USD.
Past performance does not predict future returns. You may get back less than you originally invested. Please refer to the Key Risks for more information
18 - Liontrust Sustainable Investment: Annual Review 2023