Liontrust Sustainable Future Defensive Managed Fund Class 3 Net Income header image

Liontrust Sustainable Future Defensive Managed Fund Class 3 Net Income

Fund

ISIN GB00BMN90742 / Valor null

NAV (2025-02-07)
GBP 1.43-0.33%

Liontrust Sustainable Future Defensive Managed Fund Class 3 Net Income
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General Objective

The Fund aims to deliver income and capital growth over the long term (5 years or more) through investment in sustainable securities.

Fund Exposure

The Fund will invest globally in securities that provide or produce sustainable products and services, with allocations to equities, fixed income, and cash varying over time. Asset allocation limits will remain within the ranges of 20-50% for equity, 10-60% for fixed income, and 0-20% for cash. The Fund may also invest in collective investment schemes, money market instruments, warrants, and deposits.

Risks

This Fund may not be appropriate for investors who plan to withdraw their money within 5 years due to its long-term investment objective. Additionally, the use of derivatives for efficient portfolio management and investment purposes may introduce additional risks.

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Source

https://www.liontrust.co.uk/funds/sustainable-future-defensive-managed-fund

Tags:
Sustainable Global msci world

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OTHER SHARE CLASSES OF THIS FUND

Liontrust Sustainable Future Defensive Managed Fund Class 2 Net Income
Liontrust Sustainable Future Defensive Managed Fund Class 2 Net Income Liontrust Sustainable Future Defensive Managed Fund Class 2 Net Income Valor: 25027945
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Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 1.39