Liontrust Views Spring 2023 - Flipbook - Page 19
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
Liontrust MA Blended Reserve Fund S Acc
1.57
-9.71
-4.31
-1.89
Liontrust MA Blended Moderate Fund S Acc
2.32
-8.22
5.97
6.88
Liontrust MA Blended Intermediate Fund S Acc
2.79
-6.61
15.09
14.30
Liontrust MA Blended Progressive Fund S Acc
3.41
-4.86
25.65
21.47
Liontrust MA Blended Growth Fund S Acc
3.93
-2.61
40.00
30.54
Fund and share class
Total returns for the periods shown (%)
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
Liontrust MA Blended Reserve Fund S Acc
-9.71
-1.75
7.87
-1.49
4.08
Liontrust MA Blended Moderate Fund S Acc
-8.22
1.29
13.99
-3.72
4.75
Liontrust MA Blended Intermediate Fund S Acc
-6.61
3.07
19.57
-6.00
5.65
Liontrust MA Blended Progressive Fund S Acc
-4.86
4.57
26.30
-9.49
6.80
Liontrust MA Blended Growth Fund S Acc
-2.61
5.80
35.86
-12.48
6.54
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
PERFORMED WELL
UK equities
Alternatives
iShares UK Equity Index
US equities
Medium-term gilts
Liontrust UK Equity
Japanese equities
Global government bonds
Loomis Sayles US Growth
Equity
Corporate bonds
European ex-UK equities
DIDN’T PERFORM
AS WELL
Vanguard UK Government
Bond Index
L&G All Stocks Gilts Index
Supermarket Income REIT
AB American Growth
Assura
iShares Japan Equity Index
Civitas Social Housing
BlackRock European Dynamic
Primary Health Properties
iShares Overseas Government
Bond 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
19
