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Liontrust MA Blended Progressive Fund Class S Accumulation (0P00011WRF.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
162.93+0.24 (+0.15%)
As of 09:00PM BST. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.59%
5-Year Average Return3.59%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Mar 24, 2023)25.26%
Worst 1 Yr Total Return (Mar 24, 2023)N/A
Best 3-Yr Total Return25.26%
Worst 3-Yr Total Return-1.91%

Trailing Returns (%) Vs. Benchmarks

Return0P00011WRF.LCategory
YTD2.59%0.00%
1-Month-1.95%0.00%
3-Month2.02%0.00%
1-Year-4.43%0.00%
3-Year9.62%0.00%
5-Year3.59%0.00%
10-Year5.25%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WRF.LCategory
2022
-11.34%N/A
2021
11.27%N/A
2020
3.07%N/A
2019
15.45%N/A
2018
-4.38%N/A
2017
8.68%N/A
2016
18.80%N/A
2015
2.14%N/A
2014
7.09%N/A
2013
12.13%N/A
2012
11.10%N/A
2011
-7.07%N/A
2010
13.42%N/A
2009
25.26%N/A
2008
-33.56%N/A
2007
1.20%N/A
2006
9.32%N/A
2005
17.14%N/A
2004
6.27%N/A
2003
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-3.64%-7.42%-3.15%2.62%
20212.53%4.75%0.86%2.72%
2020-16.33%12.62%2.24%6.98%
20196.73%3.46%2.74%1.76%
2018-4.45%6.73%2.63%-8.64%
20173.69%0.59%0.07%4.12%
20160.36%3.45%9.23%4.75%
20155.31%-3.36%-5.77%6.51%
20140.00%2.40%1.07%3.47%
20139.54%-1.87%3.34%0.95%
20126.83%-4.59%4.75%4.06%
2011-0.20%-0.13%-11.21%5.00%
20107.87%-10.42%8.92%7.76%
2009-10.96%14.10%19.22%3.41%
2008-8.86%-3.22%-12.45%-13.97%
20070.76%2.76%-0.12%-2.14%
20065.52%-4.91%4.26%4.49%
20051.13%3.92%6.00%5.15%
20040.69%1.02%-0.17%4.65%
20034.36%5.82%N/AN/A

Rank In Category (By Total Return)

YTD8
1-Month34
3-Month21
1-Year58
3-Year68
5-Year53

Load Adjusted Returns

1-Year-1.44%
3-Year3.63%
5-Year3.38%
10-Year5.61%
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