Liontrust SF Managed Funds Sales Aid - Flipbook - Page 5
Performance of the SF managed funds
All five SF Managed funds are top quartile in their respective
sectors over three and five years to the end of June 2021.
Quartile ranking
The SF Managed, SF Managed Growth and SF Global Growth
funds are also in the top quartile over 10 years.
1yr
3yr
5yr
10yr
SF Defensive Managed
3
1
1
—
SF Cautious Managed
3
1
1
—
SF Managed
1
1
1
1
SF Managed Growth
2
1
1
1
SF Global Growth
2
1
1
1
Source: *FE Analytics, as at 30.06.21, total return (net of fees, income/interest reinvested), primary share class, in GBP. Quartile performance rankings as at 30.06.21, generated on 09.07.21.
Discrete performance
To previous quarter 12 months ending (%)
Jun-21
Jun-20
Jun-19
Jun-18
Jun-17
Liontrust Sustainable Future Defensive Managed 2 Inc
12.0
7.1
7.7
6.3
14.8
IA Mixed Investment 20-60% Shares
12.7
-0.6
2.9
2.4
11.9
Liontrust Sustainable Future Cautious Managed 2 Inc
15.2
7.5
9.0
7.3
16.9
IA Mixed Investment 40-85% Shares
17.3
-0.1
3.6
4.8
16.1
Liontrust Sustainable Future Managed 2 Inc
20.7
13.2
12.8
10.6
20.6
IA Mixed Investment 40-85% Shares
17.3
-0.1
3.6
4.8
16.1
Liontrust Sustainable Future Managed Growth 2 Acc
24.3
21.9
14.8
13.5
21.5
IA Flexible Investment
19.5
0.3
3.0
5.0
17.9
Liontrust Sustainable Future Global Growth 2 Acc
25.3
20.9
16.8
14.5
23.6
MSCI World Index
24.4
5.9
10.3
9.3
21.6
IA Global
25.9
5.4
7.5
9.1
23.7
Past performance is not a guide to future performance, investments can result in total loss of capital. Please refer to the Key Risks section for
more information.
Source: Data as at 30.06.21. FE Analytics. Primary share class, total return (net of fees, interest/income reinvested). For each fund, the IA sector listed above is the comparator
benchmark, and SF Global Growth also has the MSCI World Index as a second comparator.