Liontrust UK Growth Fund I Inc

A Select 50 Fund - Fidelity insight

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

-

arrow-down-2.69p (-0.53%)

Fund Code

LTUGI

B56BDS0

GB00B56BDS09

Prices updated as at 25 Apr 2024

Prices in GBX

Investment objective

The Fund aims to deliver capital growth over the long term (5 years or more). The Fund will invest at least 90% in companies which are incorporated, domiciled or conduct significant business in the United Kingdom (UK). The Fund will typically invest 90% (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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-0.07	0.61
	0.71	0.82
	-0.21	-0.09
	91.30	82.63
	0.28	0.56
	8.45	9.87
	4.13	4.61

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.