Liontrust Special Situations Inclusive - Class R - Income (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
The managers have a clear process for finding exceptional companies and have used it to generate strong returns over the long term. They'll invest in companies of any size - from the juggernauts of the FTSE 100 through to higher-risk smaller companies with the potential to be tomorrow's market leaders.
We rate Julian Fosh and Anthony Cross highly but there are a lot of talented fund managers investing in the UK. And many of their funds are available at lower cost than this one.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
24/02/16 to 24/02/17 | 24/02/17 to 24/02/18 | 24/02/18 to 24/02/19 | 24/02/19 to 24/02/20 | 24/02/20 to 24/02/21 | |
---|---|---|---|---|---|
Annual return | 26.13% | 6.69% | 7.07% | 12.77% | -0.59% |
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
Information about the fund
