Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
148.36p
-0.04p (-0.03%)
Fund Code
ALSCI
BMN9030
GB00BMN90304
Prices updated as at 24 Apr 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Simon Clements, Chris Foster, Peter Michaelis |
| 151.63 | |
| 130.64 | |
| Fund comparative index | IA Mixed Investment 40-85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 0.90 | |
| 0.10 | |
| 0.00 | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | Liontrust Fund Partners LLP |
| Share class launch date | 23 Jul 2014 |
| £865.85m | |
| - | |
| 2.06 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
