Liontrust Sustainable Future Cautious Managed Fund

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

Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

147.65p

arrow-up0.45p (+0.31%)

Fund Code

ALSCI

BMN9030

GB00BMN90304

Prices updated as at 03 May 2024
|
Prices in GBX
Investment objective
The Fund aims to deliver income and capital growth over the long term (5 years or more) through investment in sustainable securities. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 40-60 %; Fixed income – 20-50%; Cash – 0-20%.
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.

Annual charges

Product charges
0.90
0.10
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 18 Apr 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Short Report 31 Jan 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.