WS Lightman Investment Funds - WS Lightman European Fund I Income header image

WS Lightman Investment Funds - WS Lightman European Fund I Income

Fund

ISIN GB00BJCWFY55 / Valor null

NAV (2025-03-14)
GBP 1.40+0.93%

WS Lightman Investment Funds - WS Lightman European Fund I Income
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General Objective

The fund aims to provide long-term capital growth over a period of more than 5 years.

Fund Exposure

The fund is primarily invested in European (excluding UK) companies or companies that generate a significant portion of their revenues from Europe. It may also invest in UK companies, non-European companies, unlisted companies, and cash. The Investment Manager focuses on undervalued companies with strong potential for growth, with a maximum of 5% invested in UK companies.

Risks

Investing in this fund may not be suitable for investors looking to withdraw their money within 5 years due to its focus on long-term capital growth. Additionally, the use of derivatives and forward currency contracts to manage risk may introduce additional complexities and risks to the fund.

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Source

https://lightmanfunds.com/funds/

Tags:
value investing european equities

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OTHER SHARE CLASSES OF THIS FUND

WS Lightman Investment Funds - WS Lightman European Fund R Income
WS Lightman Investment Funds - WS Lightman European Fund R Income WS Lightman Investment Funds - WS Lightman European Fund R Income
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Annual Return

-50%0%+50%

Risk level

110
0.93%GBP 1.19
WS Lightman Investment Funds - WS Lightman European Fund I Accumulation
WS Lightman Investment Funds - WS Lightman European Fund I Accumulation WS Lightman Investment Funds - WS Lightman European Fund I Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.93%GBP 1.71
WS Lightman Investment Funds - WS Lightman European Fund R Accumulation
WS Lightman Investment Funds - WS Lightman European Fund R Accumulation WS Lightman Investment Funds - WS Lightman European Fund R Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.93%GBP 1.69