Liontrust Sust Fut Defesv Mgd 2 Net Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.73%
  • 3 Year sharpe0.76
  • 3 Year alpha3.05
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00BMN90635

Investment Strategy

The Fund aims for income and some long term capital appreciation. It 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, 45% of the Net Asset Value of the Fund will be invested in global equities and 55% in bonds and cash.

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