| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for Liontrust UK Growth S Inc)
| Fund Size | 633,155,200.00 | Launch Date | 08/03/1993 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BMWB3X85 | Min Topup (£) | 1,000,000.00 | Ongoing Charge (%) | 0.7800 (on 01/12/2020) |
The Fund aims to deliver capital growth over the long term (5 years or more).
Anthony Cross
Anthony Cross joined Liontrust in 1997, forming the Liontrust Economic Advantage process. This process was applied to the Liontrust UK Smaller Companies Fund from the start of 1998, Liontrust Special Situations Fund in 2005, Liontrust UK Growth Fund in 2009 and Liontrust UK Micro Cap Fund in 2016. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics.
Julian Fosh
Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence.
| Name | Weight |
|---|---|
| Basic Materials | 2.00% |
| Consumer Goods | 17.00% |
| Consumer Services | 13.00% |
| Financials | 5.00% |
| Health Care | 10.00% |
| Industrials | 32.00% |
| Money Market | 4.00% |
| Oil & Gas | 9.00% |
| Technology | 2.00% |
| Name | Weight |
|---|---|
| ASTRAZENECA PLC | 5.00% |
| BRITISH AMERICAN TOBACCO | 4.00% |
| DIAGEO | 4.00% |
| GLAXOSMITHKLINE | 4.00% |
| ROYAL DUTCH SHELL PLC | 4.00% |
| BP | 3.00% |
| HALMA | 3.00% |
| RECKITT BENCKISER GROUP PLC | 3.00% |
| SPIRAX-SARCO ENGINEERING | 3.00% |
| UNILEVER PLC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
