Liontrust Balanced C Inc GBP

This fund can be held in

Fund Info

  • Yield History0.14%
  • 3 Year sharpe0.82
  • 3 Year alpha1.24
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.83%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00B83H6G14

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.

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