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

485.47p/482.70p

arrow-down-1.08p (-0.22%)

Fund Code

LTUGI

B56BDS0

GB00B56BDS09

Prices updated as at 12 Aug 2022
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnHigh
Morningstar riskLow
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskLow
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskLow
Morningstar rating
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 31 Jul 2022

1 year3 years
-1.500.65
1.070.88
-0.290.05
85.0386.45
0.370.28
11.6615.10
4.575.88

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.