Liontrust UK Smaller Companies Fund R Inc

Category UK Small-Cap Equity
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Last buy/sell price

1,726.42p/1,695.97p

arrow-up18.54p (+1.11%)

Fund Code

0742078

GB0007420788

Prices updated as at 28 Jan 2025
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Prices in GBX
Investment objective
The Fund aims to deliver capital growth over the long term (5 years or more). The Fund will invest at least 90% in companies which, are incorporated, domiciled or conduct significant business in the United Kingdom (UK). At least 75% of the companies held by the Fund will have a market capitalisation of less than £1bn. The Fund will typically invest 90% (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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Liontrust Fund Partners LLP
Fund launch date
07 Aug 1995
Domicile
United Kingdom
UCITS
Yes
Lead manager
Anthony Cross
Lead manager start date
08 Jan 1998
Lead fund manager biography
Anthony Cross joined Liontrust in 1997 and launched the Liontrust UK Smaller Companies Fund in 1998. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics.
Fund manager
Victoria Stevens
Manager start date
01 Jun 2015
Fund manager biography
Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University.
Head office
Liontrust Fund Partners LLP
2 Savoy Court London WC2R 0EZ
London
United Kingdom
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