Manager
Liontrust Investment Partners LLP
Sector
Mixed Investment 20-60% Shares
Structure
OEIC
Domicile
United Kingdom
Currency
GBP
Launched
1 Mar 2004
Benchmark
IA Mixed Investment 20-60% Shares
Loading fund…
| Bottom 25% |
| 3 years | +28.30% | +30.70% | +30.70% | Lower half |
| 5 years | +7.70% | +21.00% | +21.00% | Bottom 25% |
| Since launch | +55.90% | +79.50% | +79.50% | — |
| 8.60% |
| 6 | Natixis International Funds Lux I - Loomis Sayles U.S. Growth Equity Fund | 2.90% |
| 7 | HSBC American Index Fund | 2.90% |
| 8 | Artemis Investment Funds ICVC - Artemis SmartGARP Global Emerging Markets Equity | 2.80% |
| 9 | IFSL Evenlode Income | 2.60% |
| 10 | Liontrust UK Equity Fund | 2.50% |
| 8.6% |
| Europe ex-UK Equity | 4.8% |
| EM Equity | 4.6% |
| Alternatives | 4.0% |
| Japan Equity | 3.7% |
| Developed Asia Equity | 2.7% |
| UK Corporate Bond | 1.9% |
| Cash & Derivatives | 1.4% |
| — |
| R Acc GBP | GB0034252022 | — | Accumulation | — | 1.50% | 1.86% | — |
| S Acc GBP | GB00BCZW6J56 | — | Accumulation | — | 0.55% | 0.91% | — |
| S Inc GBP | GB00BCZW6H33 | — | Income | — | 0.55% | 0.91% | — |