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Liontrust MA Blended Reserve Fund Class S Accumulation (0P00011WQX.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
122.24-0.08 (-0.07%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)17.50%
Worst 1 Yr Total Return (Invalid Date)-15.54%
Best 3-Yr Total Return17.50%
Worst 3-Yr Total Return-3.83%

Trailing Returns (%) Vs. Benchmarks

Return0P00011WQX.LCategory
YTD3.31%2.01%
1-Month3.31%0.40%
3-Month3.97%2.01%
1-Year-10.28%9.00%
3-Year-3.18%5.12%
5-Year0.36%5.39%
10-Year0.00%4.67%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WQX.LCategory
2021
N/AN/A
2020
4.74%N/A
2019
8.93%N/A
2018
-2.24%N/A
2017
4.19%N/A
2016
12.58%N/A
2015
0.60%0.68%
2014
7.27%5.72%
2013
4.86%5.54%
2012
8.39%7.96%
2011
0.70%1.15%
2010
9.72%8.57%
2009
17.50%16.45%
2008
-15.54%-16.37%
2007
1.36%1.64%
2006
3.90%5.44%
2005
9.74%10.63%
2004
6.53%7.58%
2003
9.31%10.64%
2002
-6.21%-4.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-2.67%3.18%N/AN/A
2020-5.49%6.53%0.82%3.19%
20194.51%2.12%3.76%-1.63%
2018-1.84%3.10%0.32%-3.71%
20172.60%0.00%-0.41%1.96%
20162.20%3.47%6.29%0.17%
20153.43%-3.62%-0.97%1.90%
20141.10%1.18%1.54%3.28%
20134.20%-2.55%2.23%1.02%
20123.68%-1.35%3.41%2.49%
20110.85%0.67%-4.19%3.53%
20104.83%-2.34%6.19%0.92%
2009-7.56%11.27%12.43%1.60%
2008-2.96%-1.38%-5.69%-6.42%
20070.42%-0.97%1.79%0.13%
20061.75%-2.63%3.71%1.11%
20050.66%3.54%2.62%2.60%
20041.73%-0.53%2.15%3.06%
2003-0.13%5.60%1.34%2.27%
20020.00%-3.40%-4.20%1.35%

Rank In Category (By Total Return)

YTD71
1-Month8
3-Month3
1-Year54
3-Year58
5-Year26

Load Adjusted Returns

1-Year4.48%
3-Year3.44%
5-Year4.44%
10-Year4.80%
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