Liontrust Sust Fut Glbl Gr 2 Net Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.04
  • 3 Year alpha1.74
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorGlobal
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB0030030067

Investment Strategy

The Fund aims to deliver capital growth over the long term (5 years or more). The Fund will invest in companies globally. All investments will be expected to conform to our social and environmental criteria. The Fund will typically invest 95% (minimum 90%) in equities or equity related derivatives, but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits. Investments in emerging market securities will be limited to 20%.

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