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UK Growth Fund Review.pdf

2303-liontrust-gf-uk-growth-fund-march-2023-review.pdf
Preview of UK Growth Fund Review
🔗 Source: liontrust.co.uk
📊 Size: 220 KB
👤 Author: DA
⬇️ Downloads: 38

Summary

The Liontrust GF UK Growth Fund returned -2.3% in March, outperforming its comparator benchmark, the FTSE All-Share, which returned -2.8%. The fund's low exposure to the financials sector and no bank holdings helped it avoid some of the market weakness. Positive contributors included BAE Systems, Reckitt Benckiser, and Compass Group, while negative contributors included Synthomer, EMIS Group, and Future. The fund's investment objective is to provide long-term capital growth by investing predominantly in UK equities, with a recommended investment horizon of 5 years or more and a risk profile of 5.

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Description

The Liontrust GF UK Growth Fund returned -2.3% in March, outperforming its comparator benchmark, the FTSE All-Share, which returned -2.8%.

Technical Information

  • File Format: PDF
  • File Size: 220 KB
  • Pages: 4
  • Language: EN
  • Author: DA
  • Total Downloads: 38
  • Last Updated: 1 week ago

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