Manager
Liontrust Investment Partners LLP
Sector
Mixed Investment 40-85% Shares
Structure
OEIC
Domicile
United Kingdom
Currency
GBP
Launched
29 Jul 2005
Benchmark
IA Mixed Investment 40-85% Shares
| Upper half |
| 1 year | +11.10% | +13.10% | +13.10% | Lower half |
| 3 years | +29.00% | +35.20% | +35.20% | Bottom 25% |
| 5 years | +21.40% | +31.20% | +31.20% | Lower half |
| Since launch | +226.00% | +237.10% | +237.10% | — |
| 6 | Natixis Intl. Fds. (Lux) I - Loomis Sayles US Growth Eq. Fd. | 4.80% |
| 7 | IFSL Evenlode Investment Funds - Income | 4.10% |
| 8 | Liontrust GF Global Corporate Bond Fund | 3.90% |
| 9 | Artemis Smart GARP Global Emerging Markets | 3.90% |
| 10 | LF Liontrust Investment Funds III - UK Equity Fund | 3.90% |
| 5.6% |
| Global Short-Dated Corporate Bonds | 5.2% |
| UK Government Bond | 5.1% |
| Developed Asia Equity | 4.5% |
| Alternatives | 3.9% |
| Global Corporate Bonds | 3.9% |
| Cash and Cash Equivalents | 1.4% |
| UK Corporate Bond | 0.8% |
| — |
| R Acc GBP | GB00B0F47385 | — | Accumulation | — | 1.50% | 1.97% | — |
| S Acc GBP | GB00BCZW6C87 | — | Accumulation | — | 0.55% | 1.02% | — |
| S Inc GBP | GB00BCZW6D94 | — | Income | — | 0.55% | 1.02% | — |