Liontrust UK Growth Fund I Inc

Name
Liontrust UK Growth Fund I Inc
Manager
Liontrust Fund Partners LLP
Type
Unit Trust
ISIN
GB00B56BDS09
Sector
UK All Companies
Launched
01/11/2010
OCF
0.91 %
Risk Rating
1
3 Year Sharpe
0.94
3 Year Alpha
2.68
Yield
2.1 %
Benchmark
FTSE AllSh TR GBP
The investment objective of Liontrust UK Growth Fund is to provide long-term (at least 5 years) capital growth through a portfolio of mainly United Kingdom (“UK”) equities but with the option of investing part of the portfolio overseas.
Holding %
Royal Dutch Shell PLC B 6.15 %
Diageo PLC 5.04 %
AstraZeneca PLC 4.90 %
BP PLC 4.77 %
British American Tobacco PLC 4.47 %
GlaxoSmithKline PLC 4.32 %
Unilever PLC 3.63 %
Halma PLC 3.34 %
Compass Group PLC 3.09 %
RELX PLC 2.84 %
Region %
United Kingdom 98.36 %
Sector %
Industrials 24.39 %
Consumer Defensive 18.16 %
Consumer Cyclical 15.80 %
Energy 14.07 %
Healthcare 10.91 %
Technology 9.44 %
Name
Liontrust Fund Partners LLP
Address
NULL, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Julian E C Fosh
Joined 03/25/2009

Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence.

Anthony Cross
Joined 03/25/2009

Anthony Cross joined Liontrust in 1997, forming the Liontrust Economic Advantage process. This process was applied to the Liontrust UK Smaller Companies Fund from the start of 1998, Liontrust Special Situations Fund in 2005, Liontrust UK Growth Fund in 2009 and Liontrust UK Micro Cap Fund in 2016. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics.

Data provided by Morningstar.

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