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.