Liontrust Special Situations Fund B Inc header image

Liontrust Special Situations Fund B Inc

Fund

ISIN GB00BMWB3W78 / Valor 59305968

NAV (2025-04-17)
GBP 0.96-0.20%

Liontrust Special Situations Fund B Inc
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General Objective

The Fund aims to deliver capital growth over the long term, with a focus on companies incorporated, domiciled, or conducting significant business in the United Kingdom.

Fund Exposure

The Fund typically invests at least 90% of its assets in equities or equity related derivatives, with the possibility of also investing in collective investment schemes, corporate debt securities, and other transferable securities. It may use derivatives for efficient portfolio management and investment purposes.

Risks

This Fund may not be suitable for investors looking to withdraw their money within 5 years, as it is focused on long-term capital growth and may be subject to market fluctuations and risks associated with investing in equities and derivatives.

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Source

https://www.liontrust.co.uk/funds/special-situations-fund

Tags:
capital growth uk equities ftse all-share index

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OTHER SHARE CLASSES OF THIS FUND

Liontrust Special Situations Fund A Inc
Liontrust Special Situations Fund A Inc Liontrust Special Situations Fund A Inc Valor: 19838802
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Annual Return

-50%0%+50%

Risk level

110
-0.19%GBP 4.37
Liontrust Special Situations Fund I Inc
Liontrust Special Situations Fund I Inc Liontrust Special Situations Fund I Inc Valor: 11897265
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%GBP 4.40
Liontrust Special Situations Fund M Inc
Liontrust Special Situations Fund M Inc Liontrust Special Situations Fund M Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%GBP 1.05
Liontrust Special Situations Fund I Acc
Liontrust Special Situations Fund I Acc Liontrust Special Situations Fund I Acc Valor: 42177703
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%GBP 1.16
Liontrust Special Situations Fund R Inc
Liontrust Special Situations Fund R Inc Liontrust Special Situations Fund R Inc Valor: 2360289
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%GBP 4.32