W S Lightman European R Acc
- Citicode
- PY8T
- Launch Date
- 29-03-2019
- Fund Size
- £943,072,358
- Yield
- 3.15%
- Ongoing Charge
- 0.80%
- Fund Managers
- George Boyd-Bowman
Rob Burnett
Fund Objective
The objective of the fund is to provide long term (in excess of five years) capital growth. The fund will invest at least 80% of its assets directly in the shares of companies listed and domiciled in Europe (excluding the UK). The fund will have a concentrated portfolio of approximately 40-50 holdings, selected at the managers discretion. The investment manager seeks to invest in undervalued companies with positive operational momentum.
Top 10 Holdings
Asset Class
Fund Manager
George Boyd-Bowman
Start Date
01-06-2024
Bio
George manages the Liontrust US Opportunities Fund and the Liontrust US Income Fund. He previously managed these two funds at Neptune Investment Management, before moving to Liontrust in October 2019. He also undertakes team research on the global financials sector. George has a first class degree in Economics and Management from Oxford University.
Fund Manager
Rob Burnett
Start Date
29-03-2019
Bio
Rob manages Lightman’s funds, having run European equity portfolios since 2005. Before founding Lightman in 2019, he worked at Neptune Investment Management, where he managed the European Opportunities Fund from 2005 to 2018. He was also head of analysis of the global financials sector, specialising in researching banks. Prior to running the European Opportunities Fund Rob managed the Neptune Japan Opportunities Fund. He studied Politics, Philosophy and Economics at Oxford
Data source:
All financial data is supplied by FE
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