Liontrust Balanced Fund D Acc GBP header image

Liontrust Balanced Fund D Acc GBP

Fund

ISIN GB00BFZC7371 / Valor 23000025

NAV (2025-02-14)
GBP 2.52+0.55%

Liontrust Balanced Fund D Acc GBP
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General Objective

The fund aims to generate long-term capital growth with the potential for income over a period of 5 years or more.

Fund Exposure

The fund is actively managed and invests in a mix of asset classes across the world, including equity, fixed income, and alternatives. There is no predetermined exposure to any specific asset class or region, and the fund may also invest in other eligible asset classes as detailed in the prospectus.

Risks

This fund may not be suitable for investors looking to withdraw their money within a 5-year timeframe. It is important to consider the potential risks associated with the fund's actively managed approach and the uncertainty of change in the investment process.

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Source

https://www.liontrust.co.uk/funds/balanced-fund

Tags:
Global msci world multi asset

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OTHER SHARE CLASSES OF THIS FUND

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Liontrust Balanced Fund B Inc GBP
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Liontrust Balanced Fund A Acc GBP
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Liontrust Balanced Fund C Acc GBP
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Liontrust Balanced Fund C Inc GBP
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Liontrust Balanced Fund B Acc GBP
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Annual Return

-50%0%+50%

Risk level

110
0.54%GBP 1.28