Liontrust Special Situations I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.02%
  • 3 Year sharpe0.74
  • 3 Year alpha5.47
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.82%
  • IA SectorUK All Companies
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00B57H4F11

Investment Strategy

The Fund aims to deliver capital growth over the long term (5 years or more). The Fund will invest at least 90% of in companies which are incorporated, domiciled or conduct significant business in the United Kingdom (UK). The Fund will typically invest 90% (minimum 80%) in equities or equity related derivatives but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits.

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