Liontrust Views Spring 2023 - Flipbook - Page 17
CUMULATIVE RETURN
3 MONTHS
1 Jan 23 to
31 Mar 23
1 YEAR
1 Apr 22 to
31 Mar 23
3 YEARS
1 Apr 20 to
31 Mar 23
5 YEARS
1 Apr 18 to
31 Mar 23
-0.10
-13.51
-13.10
-8.65
Liontrust MA Explorer Income 45 Fund S Acc
3.19
-9.49
-1.17
-0.44
Liontrust MA Explorer Income 60 Fund S Acc
4.01
-5.86
16.21
15.13
Liontrust MA Explorer 70 Fund S Acc
4.47
-4.88
25.97
21.80
Liontrust MA Explorer 85 Fund S Acc
5.05
-2.50
39.19
29.69
Liontrust MA Explorer 100 Fund S Acc
5.57
-1.32
42.03
31.58
Fund and share class
Total returns for the periods shown (%)
Liontrust MA Explorer 35 Fund S Acc
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
1 Apr 22 to
31 Mar 23
1 Apr 21 to
31 Mar 22
1 Apr 20 to
31 Mar 21
1 Apr 19 to
31 Mar 20
1 Apr 18 to
31 Mar 19
-13.51
-0.89
1.39
1.57
3.50
Liontrust MA Explorer Income 45 Fund S Acc
-9.49
-2.56
12.06
-1.76
2.54
Liontrust MA Explorer Income 60 Fund S Acc
-5.86
1.60
21.51
-4.93
4.20
Liontrust MA Explorer 70 Fund S Acc
-4.88
3.09
28.47
-8.23
5.37
Liontrust MA Explorer 85 Fund S Acc
-2.50
4.11
37.14
-10.75
4.39
Liontrust MA Explorer 100 Fund S Acc
-1.32
2.90
39.87
-8.81
1.60
Liontrust MA Explorer 35 Fund S Acc
Source: Financial Express, as at 31 March 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
US equities
UK property
UK equities
Global government bonds
European ex-UK equities
Emerging market equities
UK government bonds
Corporate bonds
PERFORMED WELL
Loomis Sayles US
Growth Equity
AB American Growth
Liontrust UK Equity
LF Lindsell Train UK Equity
DIDN’T PERFORM
AS WELL
Assura
Supermarket Income REIT
Primary Health Properties
iShares Overseas Government
Bond Index
BlackRock European Dynamic
Liontrust Sustainable Futures
Corporate Bond
iShares Corporate Bond Index
iShares UK Gilts All
Stocks Index
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 26 for more information on the Key Risks.
LIONTRUST VIEWS – SPRING
17
