LIONTRUST BALANCED A
Invests in a concentrated portfolio of mainly large cap UK and overseas stocks
ANNUAL MANAGEMENT CHARGE
Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Mixed Investment 40-85% Shares|
|Dividends paid||28 Feb, 30 Aug|
|Standard Initial Charge||5%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0.15%|
|Annual Management Charge||1.6%|
|Ongoing Charges Figure||1.64%|
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning