Liontrust Special Situations I Inc

Fund
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Fund Info

  • Yield History 1.93%
  • 3 Year sharpe 1.30
  • 3 Year alpha 4.93
  • Distribution Type income
  • Benchmark FTSE AllSh TR GBP
  • Legal Structure Unit Trust
  • Fund Size (month end) Unit Trust
  • OCF 0.87%
  • Sector UK All Companies
  • Manager Group Liontrust
  • Domicile United Kingdom
  • ISIN GB00B57H4F11

Investment Strategy

The investment objective of Liontrust Special Situations Fund is to provide long-term capital growth. To achieve this aim, the Fund will invest primarily in a concentrated portfolio of UK companies’ shares. The Fund will invest where the fund manager believes there are the greatest opportunities to provide long-term capital growth. The Fund will not be restricted in choice of investment by either size or sector.