Liontrust UK Growth I Inc

Citicode
LIM3
Launch Date
01-11-2010
Fund Size
£830,023,790
Yield
2.17%
Ongoing Charge
0.83%
Fund Managers
Anthony Cross
Matthew Tonge
Victoria Stevens
Benchmark: IA UK All Companies
Investment
Liontrust UK Growth I Inc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to deliver capital growth over the long term (5 years or more).

Top 10 Holdings

Asset Class

Fund Manager

Anthony Cross

Start Date

25-03-2009

Bio

Anthony Cross joined Liontrust in 1997 and launched the Liontrust UK Smaller Companies Fund in 1998. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics.

Fund Manager

Matthew Tonge

Start Date

19-05-2023

Bio

Matthew Tonge joined the Liontrust trading desk in 2003 from Barclays Capital Asset Management, becoming a partner in 2011. Responsible for execution across all the firm’s assets, in 2014 he was voted Mid-Tier trader of the year by The Trade magazine for his work in mid and small cap stocks, the inaugural year of the award. Having worked closely with Anthony and Julian for many years, in September 2015 he joined the Economic Advantage team to help research and analyse companies across the small cap universe. Matt graduated from the University of Birmingham in 2000, with First Class Batchelor degrees in Manufacturing Engineering (BENG) & Commerce (BCOM), winning the Gilbert Walker Prize in Engineering and Economics as top student in his year.

Fund Manager

Victoria Stevens

Start Date

19-05-2023

Bio

Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.