Liontrust UK Micro Cap I Acc


Fund Info

  • Yield History0.25%
  • 3 Year sharpe1.66
  • 3 Year alpha12.39
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.41%
  • SectorUK Smaller Companies
  • Manager GroupLiontrust
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Liontrust UK Micro Cap Fund is to provide long-term capital growth by investing primarily in small UK companies. To achieve this aim, the Fund will invest primarily in a portfolio of UK domiciled small companies. The majority of the Fund will be invested in UK domiciled companies with a market capitalisation of less than £150m. Companies within the Fund that grow above a market capitalisation of £250m will be held until suitable replacement investments are found or until such time as the Manager deems it to be in Unitholders’ interest to dispose of them.