Quick Stats

Bid Price - Offer Price -
Mid Price GBX 130.63 Day Change GBX -0.03 (-0.02%)
Price Date 13 Feb 2014 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.29 Fund Size 3,085,701.92
Launch Date 01/12/2005 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 2.29
ISIN GB00B0F93Q84 Min TopUp (£) 1,000.00

Fund Objective

To achieve long-term capital growth through a concentrated portfolio of UK equities

Fund Managers

Jan Luthman
Jan Luthman joined Liontrust in April 2012, transferring from Walkers Crips Asset Managers (WCAM). He joined WCAM in 2000. A graduate in civil engineering, Jan has 18 years of experience in international corporate management. Following a mid-life career change, he was in the first group to pass the Securities Association exam in Investment Analysis in 1987 (and one of a select few to do so with Credit) and then entered fund management in 1988.