Liontrust UK Growth Class I - Income (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Please note this fund currently holds shares in Hargreaves Lansdown plc.
Anthony Cross and Julian Fosh are joint managers of the Liontrust UK Growth Fund. They both have three decades of experience analysing and investing in UK companies.
The duo also serve as co-managers on three other funds, but they all share the same 'Economic Advantage' investment process that underpins this one (described in more detail in the Process and Portfolio Construction section below). Given the similarities in the way the four funds are managed, we think this is a reasonable workload.
We think this fund could be a good option for the UK section of a broader global investment portfolio. A focus on high-quality companies means the fund could work well alongside other funds investing in unloved UK companies with recovery potential.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
20/12/19 to 20/12/20 | 20/12/20 to 20/12/21 | 20/12/21 to 20/12/22 | 20/12/22 to 20/12/23 | 20/12/23 to 20/12/24 | |
---|---|---|---|---|---|
Annual return | -7.59% | 16.04% | 0.74% | 5.18% | 3.99% |
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.