Liontrust Sust Fut UK Gr 2 Net Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.97%
  • 3 Year sharpe0.51
  • 3 Year alpha9.48
  • Distribution Typeaccumulation
  • BenchmarkMSCI United Kingdom NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • 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). All investments will be expected to conform to our social and environmental criteria. 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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