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Liontrust Macro Equity Income Class I - Accumulation (GBP)

Sell:364.87p Buy:367.51p Change: 11.23p (3.18%)
Prices as at 11 October 2019
Sell:364.87p
Buy:367.51p
Change: 11.23p (3.18%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 11 October 2019
Sell:364.87p
Buy:367.51p
Change: 11.23p (3.18%)
Prices as at 11 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/10/14 to 11/10/15 11/10/15 to 11/10/16 11/10/16 to 11/10/17 11/10/17 to 11/10/18 11/10/18 to 11/10/19
Annual return 12.34% 7.13% 8.47% -5.69% 8.15%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Liontrust is probably best described as a boutique fund management operation. The company was founded in 1994 and was floated on the London Stock Exchange in 1999. Liontrust manages UK, European, and Asian equities for professional and private investors.

Liontrust aims to give all fund managers the freedom to manage their portfolios according to their own investment processes and market views. The fund managers are also required to invest their own money in their funds, and therefore success for them is success for their investors. We feel this is a great incentive for them to continue to strive for good performance.

Information about the fund

Fund manager biography

manager photo
Manager Name: Stephen Bailey
Manager start date: 31 October 2003
Manager located in: 2 Savoy Court, London, WC2R 0EZ, United

Stephen Bailey joined Liontrust in April 2012, transferring from Walkers Crips Asset Managers. Stephen started his career in stockbroking in 1985 as a private client portfolio manager with Statham, Duff, Stoop. He followed this with a year at Sheppards & Chase, before joining Walker Crips Weddle Beck plc in 1987. During his time at Walker Crips, he was investment director of Walker Crips Group and, with the support of Jan Luthman, was the architect and driving force behind the development of their asset management business.

manager photo
Manager Name: Jamie Clark
Manager start date: 31 October 2003
Manager located in: 2 Savoy Court, London, WC2R 0EZ, United

Jamie Clark joined Liontrust in April 2012, transferring from Walkers Crips Asset Managers (WCAM). He joined WCAM in 2003 and prior to that he was a Junior Proprietary Trader at First New York Securities. Jamie graduated from Southampton University in 2000 with a BA in English Literature and from Warwick University in 2001 with an MA with Distinction in English Literature.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account