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Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation (0P000023MZ)

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3.12 -0.03    -0.96%
00:00:00 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Liontrust Investments Limited
ISIN:  GB0030029622 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 638.08M
Liontrust Sustainable Future Absolute Growth Fund 3.12 -0.03 -0.96%

Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation Overview

 
Find basic information about the Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000023MZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB0030029622)
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Rating
1-Year Change9.99%
Prev. Close3.15
Risk Rating
TTM Yield3.26%
ROE25.29%
IssuerLiontrust Investments Limited
TurnoverN/A
ROA10.93%
Inception DateFeb 19, 2001
Total Assets638.08M
ExpensesN/A
Min. Investment500,000
Market Cap46.31B
CategoryGBP Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1099 1059 1183 1009 1567 2842
Fund Return 9.95% 5.94% 18.3% 0.31% 9.4% 11.01%
Place in category 495 78 222 539 17 3
% in Category 78 14 41 94 6 1

Top Equity Funds by Liontrust Fund Partners LLP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Liontrust Sustainable Future UK Gro 204.44M 13.33 -2.51 6.56
  Liontrust Sustainable Future Europe 115.79M 2.54 -6.94 6.19

Top Funds for GBP Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CCLA COIF Charities Investment Inc 3.92B 6.14 3.57 8.63
  CCLA COIF Charities Investment Acc 3.92B 4.25 4.38 9.12
  CCLA COIF Charities Ethical Investa 2.41B 7.06 3.84 8.81
  CCLA COIF Charities Ethical Investm 2.41B 7.06 3.84 8.75
  CCLA CBF Church of England Funds Ia 2.18B 6.54 3.64 9.24

Top Holdings

Name ISIN Weight % Last Change %
  Visa A US92826C8394 4.50 315.31 -1.05%
  Thermo Fisher Scientific US8835561023 3.15 518.84 -1.37%
  Cadence Design US1273871087 3.04 301.86 -1.04%
  Spotify Tech LU1778762911 3.02 451.79 -1.03%
  Microsoft US5949181045 2.89 424.83 -1.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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