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
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Globalmsci worldmulti asset
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OTHER SHARE CLASSES OF THIS FUND
Liontrust Balanced Fund A Inc GBP
Liontrust Balanced Fund A Inc GBP
Liontrust Balanced Fund A Inc GBP
Valor: 1881186
Annual Return
-50%0%+50%
Risk level
110
0.55%GBP 10.65
Liontrust Balanced Fund B Inc GBP
Liontrust Balanced Fund B Inc GBP
Liontrust Balanced Fund B Inc GBP
Valor: 59308682
Annual Return
-50%0%+50%
Risk level
110
0.55%GBP 1.24
Liontrust Balanced Fund A Acc GBP
Liontrust Balanced Fund A Acc GBP
Liontrust Balanced Fund A Acc GBP
Valor: 702391
Annual Return
-50%0%+50%
Risk level
110
0.55%GBP 12.14
Liontrust Balanced Fund C Acc GBP
Liontrust Balanced Fund C Acc GBP
Liontrust Balanced Fund C Acc GBP
Valor: 19570880
Annual Return
-50%0%+50%
Risk level
110
0.55%GBP 2.84
Liontrust Balanced Fund C Inc GBP
Liontrust Balanced Fund C Inc GBP
Liontrust Balanced Fund C Inc GBP
Valor: 20106412
Annual Return
-50%0%+50%
Risk level
110
0.55%GBP 2.60
Liontrust Balanced Fund B Acc GBP
Liontrust Balanced Fund B Acc GBP
Liontrust Balanced Fund B Acc GBP
Valor: 59308683