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Liontrust MA Blended Interm S Acc (0P00011WRE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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164.31+0.55 (+0.34%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.74%
5-year average return3.09%
Number of years up9
Number of years down2
Best 1-yr total return (3 May 2024)23.04%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return23.04%
Worst 3-yr total return-0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011WRE.LCategory
YTD3.71%0.00%
1-month2.50%0.00%
3-month3.71%0.00%
1-year10.77%0.00%
3-year2.16%0.00%
5-year3.69%0.00%
10-year5.15%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011WRE.LCategory
2024
N/AN/A
2023
9.79%N/A
2022
-12.88%N/A
2021
8.71%N/A
2020
3.85%N/A
2019
12.97%N/A
2018
-3.60%N/A
2017
6.83%N/A
2016
16.92%N/A
2015
1.68%N/A
2014
7.18%N/A
2013
10.37%N/A
2012
10.23%N/A
2011
-4.38%N/A
2010
12.97%N/A
2009
23.04%N/A
2008
-29.10%N/A
2007
0.75%N/A
2006
8.65%N/A
2005
15.07%N/A
2004
6.79%N/A
2003
16.38%N/A
2002
-19.08%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20232.79%0.01%0.50%6.27%
2022-4.11%-7.19%-4.14%2.12%
20211.14%4.25%0.71%2.38%
2020-12.15%9.99%1.82%5.56%
20195.57%3.18%3.15%0.54%
2018-3.68%5.11%1.74%-6.42%
20173.14%0.30%-0.23%3.50%
20161.40%3.71%8.03%2.91%
20154.66%-3.56%-3.97%4.90%
20140.50%1.88%0.97%3.67%
20137.84%-1.75%2.74%1.39%
20125.87%-3.43%3.89%3.77%
20110.00%0.33%-9.20%4.96%
20107.26%-8.15%8.22%5.97%
2009-10.59%13.72%17.81%2.73%
2008-7.11%-2.87%-10.47%-12.23%
20070.65%1.37%0.32%-1.57%
20064.68%-4.13%4.31%3.79%
20050.99%3.79%5.04%4.52%
20041.18%0.58%0.44%4.48%
2003-2.64%9.72%3.75%5.01%
20020.77%-9.98%-12.37%1.80%

Rank in category (by total return)

YTD29
1-month37
3-month29
1-year21
3-year43
5-year37

Load adjusted returns

1-year10.77%
3-year2.16%
5-year3.69%
10-year5.15%