Liontrust UK Focus Fund

Select share classes

Liontrust UK Focus Class X Accumulation

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

£2.3877

arrow-up£0.004 (+0.19%)

Fund Code

MJFXA

B7S3QT0

GB00B7S3QT06

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The fund aims to deliver a total return (the combination of income and capital growth) that at the end of any five year period is in excess of achieving a total return of the FTSE All-Share Total Return Index, after all costs and charges have been deducted. There is no guarantee that the objective will be achieved over any time period and capital is at risk. The Fund will invest at least 80% of its scheme property by value, directly or indirectly, in the shares of UK companies. These are companies that are: i. listed or traded in the UK, and ii. domiciled or, incorporated in the UK. The Fund will be focused and will have holdings in no more than 60 companies.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerImran Sattar
2.39
2.01
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
0.85
0.35
0.00
UK Flex-Cap Equity
No
Fund providerLiontrust Investment Partners LLP
Share class launch date13 Sep 2012
£17.20m
-
1.29
-
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.

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.