Liontrust Sustainable Future Global Growth - Revision history

95.149.241.163 at 13:19, 25 February 2023

2023-02-25T13:19:49Z

← Older revision		Revision as of 14:19, 25 February 2023
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	== Fund aim ==		== Fund aim ==
	To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. All investments will be expected to conform to Liontrust's social and environmental criteria.		To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. All investments will be expected to conform to Liontrust's social and environmental criteria.<ref>https://www.fundslibrary.co.uk/fundslibrary.dataretrieval/documents.aspx/?user=t%2beejdxW0H1p5hHdxI3GbVGh5o7rGnGNY5WzvyP7KMk%3d&type=packet_lp_fund_unit_doc_factsheet&Sedol=BKKZP76&r=1</ref>

	== Fund size ==		== Fund size ==

95.149.241.163: /* Fund size */

2023-02-25T13:16:39Z

Fund size

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 |External fund holding
 |Yes
 |}
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 '''Fund charges''' - Some funds have charges in addition to the basic annual management charge. These vary depending on the funds you choose. There may be an extra management charge/additional yearly charge and/or a fund management expense charge (FMEC), which covers the fund manager’s expenses connected with buying, selling, valuing and maintaining the assets. FMECs may vary from year to year.

95.149.241.163 at 13:05, 25 February 2023

2023-02-25T13:05:09Z

Show changes

95.149.241.163: Created page with "== Fund aim == To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. All investments will be expected to conform to Liontrust's social and environmental criteria. == Fund size == {| class="wikitable" |+Fund facts as at 31st..."

2023-02-25T12:28:57Z

Created page with "== Fund aim == To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. All investments will be expected to conform to Liontrust's social and environmental criteria. == Fund size == {| class="wikitable" |+Fund facts as at 31st..."

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== Fund aim ==
To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. All investments will be expected to conform to Liontrust's social and environmental criteria.

== Fund size ==
{| class="wikitable"
|+Fund facts as at 31st December 2022
|Fund size
|£335.74m
|-
|Launch date
|06/04/2001
|-
|Sector
|Global Equities
|-
|Benchmark
|MSCI World
|-
|External fund holding
|Yes
|}

== Risk rating ==
The risk rating is six out of seven.

Funds typically investing in high-risk sectors, such as shares of companies in developed overseas markets. These funds offer high potential for long-term returns, but also experience large day-to-day price movements, and so present a high risk to your investment. We regularly review the ratings we give to each investment fund. So, they might change from time to time.

== Risk warnings ==
These highlight the risks that the fund may have material exposure to at any given time. Definitions of these risks can be found on the last page.
{| class="wikitable"
|+
|A- General
|Yes
|-
|B - Foreign Exchange Risk
|Yes
|-
|C - Emerging Markets
|Yes
|-
|D - Smaller Companies
|No
|-
|E - Fixed Interest
|No
|-
|F - Derivatives
|No
|-
|G - Cash / Money Market Funds
|No
|-
|H - Property Funds
|No
|-
|I - High Yield Bonds
|No
|-
|J - Reinsured Funds
|No
|}