Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

253.60p

arrow-down-0.14p (-0.06%)

Fund Code

ALSGA

3002876

GB0030028764

Prices updated as at 20 Jan 2025

Prices in GBX

Investment objective

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.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Martyn Jones, Peter Michaelis
	260.09
	220.68
Fund comparative index	MSCI United Kingdom NR GBP
	UK All Companies
	-
	0.86
	0.22
	0.00
	UK Flex-Cap Equity
	No
Fund provider	Liontrust Fund Partners LLP
Share class launch date	19 Feb 2001
	£592.60m
	-
	1.59
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.