Liontrust Sustainable Investment Annual Review 2022 - Flipbook - Page 13
Discrete returns (%) - To previous quarter 12 months ending
Dec-22
Dec-21
Dec-20
Dec-19
Dec-18
Sustainable Future Managed
-20.5%
13.5%
21.3%
24.7%
-0.5%
IA Mixed Investment 40-85% Shares
-10.0%
10.9%
5.3%
15.8%
-6.1%
Sustainable Future Cautious Managed
-18.2%
9.2%
12.8%
19.5%
-2.2%
IA Mixed Investment 40-85% Shares
-10.0%
10.9%
5.3%
15.8%
-6.1%
Sustainable Future Defensive Managed
-18.4%
6.8%
11.3%
16.8%
-2.2%
IA Mixed Investment 20-60% Shares
-9.5%
7.2%
3.5%
11.8%
-5.1%
Sustainable Future Managed Growth
-20.7%
16.5%
33.2%
26.4%
1.1%
-9.0%
11.3%
6.7%
15.7%
-6.7%
-21.3%
17.4%
32.3%
29.4%
1.3%
-7.8%
22.9%
12.3%
22.7%
-3.0%
IA Global
-11.1%
17.7%
15.3%
21.9%
-5.7%
Sustainable Future European Growth
-27.7%
13.7%
24.3%
25.9%
-14.8%
MSCI Europe ex UK
-7.6%
16.7%
7.5%
20.0%
-9.9%
IA Europe ex UK
-9.0%
15.8%
10.3%
20.3%
-12.2%
-25.8%
12.5%
5.3%
30.2%
-6.7%
MSCI UK
7.1%
19.6%
-13.2%
16.4%
-8.8%
IA UK All Companies
-9.1%
17.2%
-6.0%
22.2%
-11.2%
UK Ethical
-25.3%
10.4%
2.8%
37.8%
-7.3%
MSCI UK
7.1%
19.6%
-13.2%
16.4%
-8.8%
IA UK All Companies
-9.1%
17.2%
-6.0%
22.2%
-11.2%
Sustainable Future Corporate Bond*
-19.1%
-2.0%
7.0%
11.8%
-3.6%
iBoxx Sterling Corporate All Maturities
-18.4%
-3.2%
8.6%
11.0%
-2.2%
IA Sterling Corporate Bond
-16.1%
-1.9%
7.8%
9.5%
-2.2%
Monthly Income Bond Fund
-15.4%
-0.2%
5.5%
9.4%
-3.0%
iBoxx Sterling Corporates 5-15 Years
-19.2%
-3.3%
8.6%
10.7%
-1.7%
IA Sterling Corporate Bond
-16.1%
-1.9%
7.8%
9.5%
-2.2%
GF Sustainable Future Pan-European Growth A1 Acc*
-29.0%
20.4%
13.5%
32.4%
-17.0%
-9.5%
25.1%
-3.3%
26.0%
-10.6%
GF Sustainable Future European Corporate Bond A5 Acc*
-14.8%
-0.3%
1.0%
7.3%
N/A
iBoxx Euro Corporates All Maturities Index
-14.2%
-1.1%
2.7%
6.3%
N/A
GF Sustainable Future Global Growth B5 Acc USD
-30.3%
15.4%
38.0%
N/A
N/A
MSCI World
-18.1%
21.8%
15.9%
N/A
N/A
IA Flexible
Sustainable Future Global Growth
MSCI World
Sustainable Future UK Growth
MSCI Europe
Source: Data as at 31.12.22. FE Analytics, primary share class, total return (net of fees, interest/income reinvested). Funds versus comparator benchmarks.
GF SF European Corporate Bond Fund launched 29.05.18 and GF SF Global Growth Fund launched 12.11.19 so discrete data is not available for five
full 12 month periods. *In Euros
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 the Key Risks page for more information
Liontrust Sustainable Investment: Annual Review 2022 - 13