Liontrust Sust Fut Defesv Mgd 2 Net Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.73%
  • 3 Year sharpe0.72
  • 3 Year alpha1.47
  • 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 to deliver income and capital growth over the long term (5 years or more). The Fund will invest globally. All investments will be expected to conform to our social and environmental criteria. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 20-50%; Fixed income – 10-60%; Cash – 0-20%.

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