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Liontrust UK Growth Fund (R)

Ranked 90 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Anthony Cross

Anthony Cross joined Schroder Investment Management as a research analyst in 1990 having graduated from Exeter University with a politics degree earlier that year. He moved to the group’s smaller companies team in 1994 and was number two on the desk by 1995. Cross made the switch to Liontrust in 1997 to become a director of Liontrust Investment Services Limited.

Julian Fosh

Born in 1963, Julian Fosh graduated from Merton College, Oxford, in Jurisprudence. The bulk of his career was spent with Scottish Amicable Investment Managers in a 13-year stint prior to its acquisition by Britannic in 1997. He spent less than a year at the new entity before moving to Scottish Friendly. As investment director of the group, his responsibilities included the management of the Scottish Friendly Managed Growth and Scottish Friendly UK Growth unit trusts. Fosh made the switch to Saracen Fund Managers in June 2004 where he worked along side Jim Fisher on the the Saracen Growth Alpha fund. He joined Liontrust in 2008.

Objective

The investment objective of Liontrust UK Growth Fund is to provide long-term capital growth through a portfolio of mainly United Kingdom (“UK”) equities but with the option of investing part of the portfolio overseas. Although the Fund may invest in all economic sectors in all parts of the world, it is intended that it will currently invest primarily in securities in companies listed on the International Stock Exchange of the UK and Ireland.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.4% 1.1% 1.1% -0.7%
2013 19.1% 10.6% -1.1% 3.2% 5.5%
2012 13.9% 8.6% -2.2% 6.2% 0.9%
2011 5.1% 3.5% 4.8% -9.6% 7.2%
2010 26.9% 8.7% -4.1% 14.0% 6.9%
2009 27.1% -6.0% 9.6% 16.2% 6.1%
2008 -32.9% -4.0% 8.2% -22.3% -16.8%
2007 9.3% 4.2% 4.7% 0.3% -0.1%
2006 23.4% 10.7% -2.0% 3.5% 10.0%
2005 21.8% 3.4% 3.7% 8.7% 4.5%
2004 5.5% 0.7% -0.5% 0.2% 5.1%
2003 16.7% -4.4% 12.0% 2.4% 6.4%
2002 -21.1% 0.7% -10.3% -14.4% 2.0%
2001 -10.7% -8.5% 1.1% -11.0% 8.5%
2000 -5.1% 0.8% -4.3% 2.7% -4.3%
1999 30.7% 5.5% -1.1% -0.8% 26.3%
1998 16.2% 18.4% 2.2% -12.1% 9.2%
1997 28.0% 7.3% 3.5% 15.2% 0.1%
1996 26.6% 4.5% 6.2% 6.3% 7.3%
1995 4.9% 1.1% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
GBP Cash 6.05
Royal Dutch Shell Plc B ORD 5.04
BP PLC ORD 4.45
British American Tobacco PLC ORD 4.03
GlaxoSmithKline PLC ORD 3.88
Shire PLC ORD 3.55
AstraZeneca PLC ORD 3.53
BG Group PLC ORD 3.34
Unilever PLC ORD 3.28
Diageo PLC ORD 3.25
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/1993
  • Share Class size138Mn
  • Base currencyGBP
  • ISIN GB0007014557

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).