Liontrust Sust Fut Mgd 2 Net Inc


Fund Info

  • Yield History1.07%
  • 3 Year sharpe1.49
  • 3 Year alpha4.06
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB0030030398

Investment Strategy

The Fund aims for long term capital appreciation and income. It 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, between 45% and 85% of the Net Asset Value of the Fund will be invested in global equities with up to 55% of the Net Asset Value of the Fund being invested in bonds and cash.