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Liontrust UK Smaller Companies Fund (R)

Ranked 17 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

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 alongside Jim Fisher on the Saracen Growth Alpha fund. He joined Liontrust in 2008.

Victoria Stevens

Victoria Stevens, CFA, joined Liontrust in June 2015 as a partner and fund manager. She previously worked at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Responsible for advising listed corporate clients on strategic issues and their communication with investors, as well as analysing investment opportunities and broking them to buy side clients, Victoria developed a strong relationship with Anthony Cross and Julian Fosh. She joined the Economic Advantage team to further develop its expertise in the small cap investment arena. Victoria also previously worked as a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at the University of Oxford.

Matthew Tonge

Matthew Tonge joined the Liontrust trading desk in 2003 from Barclays Capital Asset Management, becoming a partner in 2011 and is responsible for execution across all the firm’s assets. Having worked closely with Anthony Cross and Julian Fosh for many years, in September 2015 he took the opportunity to join the Economic Advantage team to help research and analyse companies across the small cap universe. Matt graduated from the University of Birmingham in 2000, with First Class Bachelor degrees in Manufacturing Engineering (BENG) & Commerce (BCOM), winning the Gilbert Walker Prize in Engineering and Economics as top student in his year. Matt also holds the IMC.

Objective

The investment objective of Fund is to provide long-term capital growth by investing primarily in smaller UK companies displaying a high degree of Intellectual Capital and employee motivation through equity ownership in their business model. To achieve this aim, the Fund will invest in a portfolio of UK smaller companies’ shares, the majority of which are contained within the FTSE Small Cap., the FTSE Fledgling and the AIM indices. Companies within the Fund that graduate into the FTSE 250 Index will be held until a suitable replacement company is found.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 26.9% 8.1% 6.7% 4.2% 5.5%
2016 13.0% -3.1% -3.6% 17.8% 2.7%
2015 23.5% 1.6% 8.0% 4.3% 7.9%
2014 4.1% 9.4% -2.4% -4.0% 1.6%
2013 30.2% 6.1% 1.4% 10.8% 9.3%
2012 33.9% 13.2% 0.3% 10.3% 7.0%
2011 1.5% 4.5% 2.9% -7.4% 2.0%
2010 27.7% 5.0% -1.2% 10.5% 11.4%
2009 41.8% -6.8% 24.4% 12.2% 8.9%
2008 -27.4% -12.6% 4.8% -9.1% -12.8%
2007 -5.8% 5.2% 4.8% -7.0% -8.1%
2006 10.6% 6.3% -9.3% 5.7% 8.5%
2005 20.1% 7.2% 0.2% 7.0% 4.4%
2004 17.2% 5.6% 0.2% 0.7% 10.0%
2003 51.4% -5.1% 26.5% 17.4% 7.4%
2002 -20.0% 0.8% -9.0% -18.8% 7.4%
2001 -18.6% -8.6% 0.8% -26.1% 19.4%
2000 6.0% 9.9% -3.6% 8.4% -7.7%
1999 76.4% 13.7% 10.3% 4.8% 34.1%
1998 4.8% -19.9% 10.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/08/1995
  • Share Class size116Mn
  • Base currencyGBX
  • ISIN GB0007420788

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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