Liontrust Views Winter 2023 - Flipbook - Page 21
CUMULATIVE RETURN
3 MONTHS
1 Oct 22 to
31 Dec 22
1 YEAR
1 Jan 22 to
31 Dec 22
3 YEARS
1 Jan 20 to
31 Dec 22
5 YEARS
1 Jan 18 to
31 Dec 22
Liontrust MA Passive Reserve Fund S Acc
0.78
-15.21
-7.26
1.59
Liontrust MA Passive Moderate Fund S Acc
0.90
-13.59
-4.62
5.24
Liontrust MA Passive Intermediate Fund S Acc
0.96
-11.11
0.30
11.54
Liontrust MA Passive Progressive Fund S Acc
1.04
-8.83
4.27
18.06
Liontrust MA Passive Growth Fund S Acc
1.08
-6.76
9.45
25.42
Liontrust MA Passive Dynamic Fund S Acc
0.64
-6.62
13.21
27.50
Fund and share class
Total returns for the periods shown (%)
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
1 Jan 22 to
31 Dec 22
1 Jan 21 to
31 Dec 21
1 Jan 20 to
31 Dec 20
1 Jan 19 to
31 Dec 19
1 Jan 18 to
31 Dec 18
Liontrust MA Passive Reserve Fund S Acc
-15.21
2.89
6.30
10.84
-1.17
Liontrust MA Passive Moderate Fund S Acc
-13.59
4.85
5.27
12.27
-1.72
Liontrust MA Passive Intermediate Fund S Acc
-11.11
7.72
4.75
13.92
-2.39
Liontrust MA Passive Progressive Fund S Acc
-8.83
10.69
3.34
16.92
-3.17
Liontrust MA Passive Growth Fund S Acc
-6.76
13.88
3.08
19.75
-4.32
Liontrust MA Passive Dynamic Fund S Acc
-6.62
14.06
6.29
20.26
-6.35
Source: Financial Express, as at 31 December 2022. Total return figures are calculated on a single pricing basis. Performance figures are
shown in sterling unless otherwise specified. The fund perfomrance figures are net of all fees.
LIONTRUST VIEWS – WINTER
21