Liontrust Balanced C Acc GBP

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Fund Info

  • Yield History0.09%
  • 3 Year sharpe1.07
  • 3 Year alpha2.23
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.83%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00B85K7211

Investment Strategy

The investment objective of Neptune 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.

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