Manager
Liontrust Investment Partners LLP
Sector
Mixed Investment 0-35% Shares
Structure
Fund
Domicile
United Kingdom
Currency
GBP
Launched
10 Apr 2007
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| Lower half |
| 1 year | +6.00% | +6.50% | — | Lower half |
| 3 years | +21.50% | +20.70% | — | Upper half |
| 5 years | -0.10% | +9.70% | — | Bottom 25% |
| Since launch | +51.40% | +74.90% | — | — |
| 6 | Liontrust Sustainable Future ICVC - Corporate Bond | 2.30% |
| 7 | Artemis Smart GARP Global Emerging Markets | 2.20% |
| 8 | Natixis Intl. Fds. (Lux) I - Loomis Sayles US Growth Eq. Fd. | 2.10% |
| 9 | IFSL Evenlode Investment Funds - Income | 2.10% |
| 10 | HSBC Index Tracker Investment Funds - American Index | 2.00% |
| 8.0% |
| Alternatives | 4.0% |
| EM Equity | 3.9% |
| Japan Equity | 3.1% |
| Europe ex-UK Equity | 3.0% |
| UK Corporate Bond | 2.3% |
| Developed Asia Equity | 2.1% |
| Cash and Cash Equivalents | 1.6% |
| — |
| R Acc GBP | GB00B1QM0S43 | — | Accumulation | — | 1.00% | 1.31% | — |
| S Acc GBP | GB00BCZW6N92 | — | Accumulation | — | 0.55% | 0.86% | — |
| S Inc GBP | GB00BCZW6M85 | — | Income | — | 0.55% | 0.86% | — |