Liontrust Views Spring 2023 - Flipbook - Page 25
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
-2.80
-14.42
8.29
6.30
Liontrust MA UK Equity S Acc
3.45
1.36
40.56
22.73
IA UK All Companies
2.63
-1.86
42.69
18.63
Fund and share class
Total returns for the periods shown (%)
Liontrust MA Diversified Real Assets A Acc
DISCRETE YEARLY PERFORMANCE
Fund and share class
Total returns for the periods shown (%)
Liontrust MA Diversified Real Assets Fund A Acc
Liontrust MA UK Equity Fund S Acc
IA UK All Companies
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
-14.42
14.75
10.27
-5.57
3.95
1.36
6.72
29.95
-17.25
5.51
-1.86
5.36
37.99
-19.17
2.86
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. IA UK All Companies is the comparator
benchmark for the Liontrust MA UK Equity Fund.
ASSET ALLOCATION
PERFORMED WELL
FUND SELECTION
DIDN’T PERFORM
AS WELL
PERFORMED WELL
DIDN’T PERFORM
AS WELL
UK equities
Speciality REITs
LF Lindsell Train UK Equity
Supermarket Income REIT
Property debt
Social infrastructure
TB Evenlode Income
GCP Infrastructure Investment
Inflation diversifiers
Infrastructure debt
Liontrust UK Equity
Assura
Renewable infrastructure
Commodities
Artemis Income
Primary Health Properties
Global infrastructure equity
Xtrackers II Global InflationLinked Bond ETF
PIMCO GIS Commodity
Real Return
Greencoat UK Wind
Starwood European Real
Estate Finance
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
25