Liontrust Global Technology Fund C GBP

Liontrust Global Technology Fund C GBP
Liontrust Investment Management Limited
Open Ended Investment Company
Technology and Telecommunications
0.93 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
MSCI World/Information Tech NR GBP
The investment objective of Liontrust Global Technology Fund is to generate long term (5 years or more) capital growth.The Fund invests at least 80% in shares of technology and telecommunications companies across the world. These are companies which, at the time of purchase, are anywhere within the GICS Information Technology and Communication Services sectors. The Fund may also invest up to 20% in other companies where technology is an integral element of the business, as well as in other eligible asset classes. Other eligible asset classes are collective investment schemes (which may include Liontrust managed funds), other transferable securities, cash or near cash, deposits and money market instruments.
Holding %
Microsoft Corp 9.48 %
Apple Inc 6.19 %
Visa Inc Class A 4.98 % Inc 4.72 %
Alphabet Inc Class C 4.67 %
Facebook Inc A 3.99 %
Cisco Systems Inc 3.80 %
Mastercard Inc A 3.72 %
Twilio Inc A 3.06 %
Rapid7 Inc 2.97 %
Region %
United States 89.71 %
Asia - Emerging 6.20 %
Sector %
Technology 75.96 %
Financial Services 13.80 %
Consumer Cyclical 5.63 %
Liontrust Investment Management Limited
WC2R 0EZ, London, United Kingdom
Legal Structure
Open Ended Investment Company


Robin Geffen
Joined 08/28/2019

Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979 and has 40 years' investment experience.

Data provided by Morningstar.

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