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LIONTRUST SUSTAINABLE FUTURE UK GROWTH 6

Bestinvest LogoA multi-cap UK sustainable equity fund.

PRICE (INC)

69.13758p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.89%

YIELD

1.8%

1 YEAR
-7.53%
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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.

The Fund aims to deliver capital growth over the long-term (5 years or more) through investment in sustainable securities. The Fund will invest at least 80% in companies which are incorporated, domiciled or conduct significant business in the United Kingdom (UK) and will seek to achieve the investment objective through investment in securities that provide or produce sustainable products and services as well as having a progressive approach to the management of environmental, social and governance (“ESG”) issues. The Fund will typically invest 95% (minimum 80%) in equities or equity related derivatives but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedAugust 2021
Size£681m
Yield1.8%
Dividends paidMarch, September

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.89%

Investment Process

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