Liontrust UK Smaller Companies Fund M Acc
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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. It is actively managed and may invest in securities not included in the benchmark.
Fund Exposure
The Fund will invest at least 90% of its assets in UK companies, with a market capitalization of less than £1bn. It primarily focuses on equities or equity-related derivatives, but may also invest in other securities, money market instruments, and collective investment schemes.
Risks
Investors should be aware that this Fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, the Fund is dual priced, with an offer and bid price, and the bid-offer spread is dependent on the underlying holdings, which may impact the price investors receive when buying or selling units.