Liontrust Sust Fut Cau Mgd 2 Net Inc

Fund
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Fund Info

  • Yield History2.11%
  • 3 Year sharpe1.32
  • 3 Year alpha4.25
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.93%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00BMN90304

Investment Strategy

The Fund aims for long-term capital appreciation and income. The Fund may also invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money-market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. Typically, 60% of the Net Asset Value of the Fund will be invested in global equities and 40% in bonds and cash.

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