Liontrust MA Dynamic Passive Moderate Fund Class S Income header image

Liontrust MA Dynamic Passive Moderate Fund Class S Income

Fund

ISIN GB00BWWCYX80 / Valor null

NAV (2025-02-10)
GBP 1.31-0.12%

Liontrust MA Dynamic Passive Moderate Fund Class S Income
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General Objective

The Fund aims to achieve capital growth and income with a below median level of volatility (risk), having a risk profile of 3, in a range from 1 to 7, where 1 is the lowest risk and 7 the highest.

Fund Exposure

The Fund is an actively managed fund of funds that invests at least 70% of its assets in other funds (underlying funds) globally, including in emerging markets, in a range of asset classes and financial instruments such as shares, debt instruments, money market instruments, warrants, derivatives, and deposits. The Fund may also obtain indirect exposure to property through investment in Real Estate Investment Trusts (REITs) and shares in property investment companies.

Risks

This Fund may not be appropriate for investors who plan to withdraw their money within 5 years due to its investment strategy and risk profile.

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Source

https://www.liontrust.co.uk/funds/ma-dynamic-passive-moderate-fund

Tags:
msci world global investments fund of funds

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OTHER SHARE CLASSES OF THIS FUND

Liontrust MA Dynamic Passive Moderate Fund Class D Income
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Risk level

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-0.11%GBP 1.31
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-0.12%GBP 1.67
Liontrust MA Dynamic Passive Moderate Fund Class Z Accumulation
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Liontrust MA Dynamic Passive Moderate Fund Class R Accumulation
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Risk level

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Liontrust MA Dynamic Passive Moderate Fund Class A Accumulation
Liontrust MA Dynamic Passive Moderate Fund Class A Accumulation Liontrust MA Dynamic Passive Moderate Fund Class A Accumulation
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Annual Return

-50%0%+50%

Risk level

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-0.11%GBP 1.83