Liontrust Balanced C Acc GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.16%
  • 3 Year sharpe0.84
  • 3 Year alpha7.05
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.87%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00B85K7211

Investment Strategy

The investment objective of Liontrust Balanced Fund is to generate long term (5 years or more) capital growth with the potential for income. The Scheme invests, directly or indirectly, in a mix of asset classes across the world including equity, fixed income and alternatives. There is no predetermined exposure to any asset class or region. The Scheme may also invest in other eligible asset classes such as collective investment schemes (which may include Liontrust managed funds), other transferable securities, cash or near cash, deposits and money market instruments.

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