Liontrust Sust Fut UK Gr 2 Net Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.72%
  • 3 Year sharpe0.66
  • 3 Year alpha7.35
  • Distribution Typeaccumulation
  • BenchmarkMSCI United Kingdom NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorUK All Companies
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB0030028764

Investment Strategy

The Fund aims to deliver capital growth over the long-term (5 years or more). The Fund will invest at least 80% in companies which are incorporated, domiciled or conduct significant business in the United Kingdom (UK). The Fund will typically invest 95% (minimum 80%) 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.

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