Liontrust Views Winter 2023 - Flipbook - Page 17
CUMULATIVE RETURN
Fund and share class
Total returns for the periods shown (%)
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 Active Reserve Fund S Acc
2.84
-17.16
-14.47
-10.47
Liontrust MA Active Moderate Income Fund S Acc
2.37
-18.05
-11.17
-6.06
Liontrust MA Active Intermediate Income Fund S Acc
2.60
-14.22
-1.76
6.55
Liontrust MA Active Progressive Fund S Acc
3.55
-13.81
0.94
11.12
Liontrust MA Active Growth Fund S Acc
2.68
-11.82
6.27
17.47
Liontrust MA Active Dynamic Fund S Acc
1.91
-11.65
10.11
18.47
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 Active Reserve Fund S Acc
-17.16
0.44
2.79
5.38
-0.67
Liontrust MA Active Moderate Income Fund S Acc
-18.05
1.64
6.65
9.78
-3.67
Liontrust MA Active Intermediate Income Fund S Acc
-14.22
7.26
6.76
13.38
-4.34
Liontrust MA Active Progressive Fund S Acc
-13.81
10.77
5.73
16.11
-5.19
Liontrust MA Active Growth Fund S Acc
-11.82
13.25
6.42
18.90
-7.03
Liontrust MA Active Dynamic Fund S Acc
-11.65
12.74
10.55
19.14
-9.70
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.
ASSET ALLOCATION
PERFORMED WELL
FUND SELECTION
DIDN’T PERFORM
AS WELL
PERFORMED WELL
UK equities
Global government bonds
JO Hambro UK Dynamic
Europe ex-UK equities
North American equities
Liontrust UK Equity
Corporate bonds
Liontrust European Dynamic
Japanese equities
BlackRock European Dynamic
DIDN’T PERFORM
AS WELL
iShares Overseas
Government Bond
AB American Growth
Ossiam Shiller Barclays Cape
US Sector Value
Liontrust Sustainable Futures
Corporate Bond
Loomis Sayles US Growth
Lindsell Train UK Equity
TB Wise Evenlode Income
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 – WINTER
17