Liontrust Sust Fut Glbl Gr 2 Net Acc


Fund Info

  • Yield History0.31%
  • 3 Year sharpe1.48
  • 3 Year alpha1.89
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.93%
  • SectorGlobal
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB0030030067

Investment Strategy

The Fund aims for long term capital appreciation. It may 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, at least 90% of the Net Asset Value of the Fund will be invested in global equities with up to 10% of the Net Asset Value of the Fund being invested in bonds and cash. All investments will be expected to conform to our social and environmental criteria.