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Liontrust MA Blended Progressive Fund Class Class A Accumulation (0P0000XK3O.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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212.85+0.88 (+0.42%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.60%
5-Year Average Return4.07%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Jul 5, 2024)25.26%
Worst 1 Yr Total Return (Jul 5, 2024)N/A
Best 3-Yr Total Return25.26%
Worst 3-Yr Total Return0.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000XK3O.LCategory
YTD4.44%0.00%
1-Month0.52%0.00%
3-Month2.60%0.00%
1-Year11.81%0.00%
3-Year2.65%0.00%
5-Year4.49%0.00%
10-Year5.78%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000XK3O.LCategory
2024
N/AN/A
2023
10.76%N/A
2022
-11.52%N/A
2021
11.04%N/A
2020
2.86%N/A
2019
15.25%N/A
2018
-4.56%N/A
2017
8.57%N/A
2016
18.57%N/A
2015
2.02%N/A
2014
6.83%N/A
2013
12.89%N/A
2012
11.21%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
20244.49%N/AN/AN/A
20233.43%0.60%0.43%5.99%
2022-3.69%-7.47%-3.18%2.55%
20212.47%4.70%0.81%2.67%
2020-16.42%12.68%2.14%6.93%
20196.65%3.45%2.69%1.71%
2018-4.56%6.78%2.54%-8.67%
20173.68%0.52%0.06%4.11%
20160.32%3.40%9.10%4.77%
20155.26%-3.38%-5.73%6.42%
20140.00%2.34%1.01%3.35%
20139.77%-1.69%3.44%1.14%
20126.83%-4.59%4.75%4.17%
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)

YTD52
1-Month75
3-Month60
1-Year31
3-Year49
5-Year65

Load Adjusted Returns

1-Year11.81%
3-Year2.65%
5-Year4.49%
10-Year5.78%