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
| 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.
| 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 |