Liontrust US Opportunities B Acc GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.86
  • 3 Year alpha-5.76
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.29%
  • IA SectorNorth America
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB0032310236

Investment Strategy

The investment objective of Liontrust US Opportunities Fund is to generate long term (5 years or more) capital growth. The Fund invests at least 80% in shares of US companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US. The Fund may also invest up to 20% in companies outside of the US, as well as in other eligible asset classes.

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