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Liontrust MA Blended Intermediate Fund Class S Income (0P00011WRD.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
133.75+1.68 (+1.27%)
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)26.71%
Worst 1 Yr Total Return (Invalid Date)-28.02%
Best 3-Yr Total Return26.71%
Worst 3-Yr Total Return-6.87%

Trailing Returns (%) Vs. Benchmarks

Return0P00011WRD.LCategory
YTD5.94%2.91%
1-Month5.61%0.67%
3-Month7.12%2.91%
1-Year-5.32%12.90%
3-Year1.52%6.44%
5-Year3.32%6.97%
10-Year5.11%4.88%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WRD.LCategory
2021
N/AN/A
2020
3.85%N/A
2019
12.95%N/A
2018
-3.62%N/A
2017
6.82%N/A
2016
16.96%N/A
2015
1.88%1.35%
2014
7.07%5.51%
2013
11.62%9.90%
2012
11.90%8.56%
2011
-3.40%-2.70%
2010
14.56%10.10%
2009
26.71%16.85%
2008
-28.02%-15.01%
2007
1.86%2.45%
2006
10.17%7.36%
2005
16.62%14.65%
2004
7.91%9.74%
2003
18.36%16.83%
2002
-19.21%-12.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.14%4.25%N/AN/A
2020-12.22%10.09%1.79%5.57%
20195.52%3.17%3.22%0.52%
2018-3.70%5.09%1.72%-6.38%
20173.08%0.32%-0.24%3.55%
20161.34%3.76%7.97%3.02%
20154.82%-3.54%-3.95%4.89%
20140.59%1.88%0.97%3.47%
20139.07%-1.75%2.74%1.38%
20127.60%-3.43%3.89%3.66%
20111.19%0.33%-9.20%4.80%
20108.90%-8.15%8.22%5.85%
2009-7.79%13.72%17.81%2.58%
2008-5.40%-2.87%-10.47%-12.50%
20071.95%1.37%0.32%-1.75%
20066.15%-4.13%4.31%3.79%
20052.35%3.79%5.04%4.52%
20042.38%0.58%0.44%4.35%
2003-0.99%9.72%3.75%5.01%
20020.77%-9.98%-12.37%1.62%

Rank In Category (By Total Return)

YTD38
1-Month19
3-Month29
1-Year54
3-Year41
5-Year18

Load Adjusted Returns

1-Year13.30%
3-Year5.61%
5-Year7.21%
10-Year6.80%
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