Liontrust UK Mid Cap Fund C Inc GBP

Liontrust UK Mid Cap Fund C Inc GBP
Liontrust Investment Management Limited
Open Ended Investment Company
UK All Companies
0.79 %
Risk Rating
3 Year Sharpe
3 Year Alpha
5.2 %
FTSE 250 Ex Investment Trust TR GBP
The investment objective of Liontrust UK Mid Cap Fund is to generate long-term (5 years or more) capital growth. The Fund invests at least 80% in shares of medium sized companies which are incorporated, domiciled or conduct significant business in the UK. Medium sized companies are those which, at the time of purchase, are listed within the bottom twenty of the FTSE 100, anywhere within the FTSE 250 ex Invt Trust Index, or the top fifty of the FTSE SmallCap ex Invt Trust Index based on index weighting.
Holding %
RHI Magnesita NV Ordinary Shares 9.69 %
Rathbone Brothers PLC 9.33 %
Senior PLC 9.29 %
Devro PLC 8.62 %
PayPoint PLC 4.90 %
Volution Group PLC 4.75 %
IP Group PLC 4.65 %
Ricardo PLC 4.62 %
Tyman PLC 4.61 %
Elementis PLC 4.58 %
Region %
United Kingdom 90.23 %
Eurozone 9.77 %
Sector %
Industrials 48.32 %
Financial Services 15.81 %
Consumer Defensive 11.50 %
Technology 9.01 %
Basic materials 8.26 %
Liontrust Investment Management Limited
WC2R 0EZ, London, United Kingdom
Legal Structure
Open Ended Investment Company


Mark Martin
Joined 12/15/2008

Mark manages the Liontrust UK Mid Cap Fund and the Liontrust UK Opportunities Fund, which he was also responsible for at Neptune Investment Management before moving to Liontrust in October 2019. His areas of research expertise include UK mid & small caps and the global healthcare sector. Before joining Neptune in 2008, Mark qualified as a solicitor at Allen & Overy in the Private Equity group, having graduated from Oxford University with a degree in Classics

Data provided by Morningstar.

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