Liontrust Sust Fut Defesv Mgd 3 Net Inc

add to virtual portfolio
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.34%
  • 3 Year sharpe1.11
  • 3 Year alpha2.15
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.54%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00BMN90742

Investment Strategy

The Fund aims to deliver income and capital growth over the long term (5 years or more). The Fund will invest globally. 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%.

Latest news

Currently there for this fund. Visit our news hub for other news .