Liontrust UK Growth Fund

Select share classes
There is only one type of share class for this fund.

Liontrust UK Growth Fund I Inc

A Select 50 Fund - Fidelity insight
Category UK Flex-Cap Equity
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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
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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.

Growth of 1,000 as of 26 Apr 2024, 12:04

Trailing returns (%) as of 26 Apr 2024, 12:04

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Mar 13 - 31 Mar 149.2917.82
31 Mar 14 - 31 Mar 158.954.47
31 Mar 15 - 31 Mar 162.43-1.10
31 Mar 16 - 31 Mar 1723.1518.02
31 Mar 17 - 31 Mar 182.624.50
31 Mar 18 - 31 Mar 197.231.42
31 Mar 19 - 31 Mar 20-13.95-19.88
31 Mar 20 - 31 Mar 2122.5941.62
31 Mar 21 - 31 Mar 2213.182.16
31 Mar 22 - 31 Mar 233.17-0.20
31 Mar 23 - 31 Mar 247.297.83

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day-0.53-0.26
1 Month-0.040.82
3 Months5.825.44
6 Months8.9014.45
1 Year3.495.00
3 Years annualised6.161.32
5 Years annualised4.703.15
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.