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Liontrust Global Dividend Class C - Income (GBP)

Sell:251.17p Buy:251.17p Change: 2.20p (0.88%)
Prices as at 18 October 2024
Sell:251.17p
Buy:251.17p
Change: 2.20p (0.88%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 18 October 2024
Sell:251.17p
Buy:251.17p
Change: 2.20p (0.88%)
Prices as at 18 October 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

18/10/19 to 18/10/20 18/10/20 to 18/10/21 18/10/21 to 18/10/22 18/10/22 to 18/10/23 18/10/23 to 18/10/24
Annual return 14.37% 19.60% -8.37% 11.73% 30.17%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: James Dowey
Manager start date: 1 February 2021
Manager located in: London

James co-manages the Liontrust Global Dividend and Liontrust Global Innovation funds with Storm Uru. They have jointly developed the Global Innovation approach to the Global Equity investment process. James joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019 and has 15 years of experience in the industry. He has also researched and taught the history of innovation at the London School of Economics. He has an MA in economics from Edinburgh University, an MPhil in economics from King's College, Cambridge University and a PhD from the London School of Economics

Manager Name: Storm Uru
Manager start date: 31 August 2017
Manager located in: London

Storm co-manages the Liontrust Global Dividend and Liontrust Global Innovation funds with James Dowey. They have jointly developed the Global Innovation approach to the Global Equity investment process. Storm joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019, having joined Neptune Investment Management in 2014. Prior to this, he graduated with an MBS in International Business from Massey University in 2011 and an MBA in Finance at the University of Oxford in 2014

manager photo
Manager Name: James O'Connor
Manager start date: 5 April 2023
Manager located in:

James is a fund manager of the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. He joined the team in 2023 and is a fund manager with 7 years of industry experience, having previously worked in global equities at Neptune Investment Management and Liontrust. James holds an MSc in education research from Oxford University and the equivalent of a first class A.B. degree in psychology and economics from Harvard University and is a CFA Charterholder. He also currently plays for the England men's national team in netball.

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Manager Name: Clare Pleydell-Bouverie
Manager start date: 5 April 2023
Manager located in: TBC

Clare is a fund manager of the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. She joined the team in 2022 and is a fund manager with 7 years of industry experience, having previously worked in global equities at Neptune Investment Management, Liontrust and in private equity research across a variety of industries. Clare holds a first-class degree in history from Christ Church College, Oxford University and is a CFA Charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now