The Fund was launched in November 2012 and is the Irish-domiciled version of the multi-award-winning Liontrust Special Situations Fund, which has been managed since launch in November 2005 by Anthony Cross and, from 2008, Julian Fosh. The Fund can invest in any companies in the FTSE All-Share Index regardless of their size or sector, enabling the managers to find the best opportunities wherever they are across the UK stock market. The fund managers use the Economic Advantage investment process to identify companies with a durable competitive advantage that allows the companies to defy industry competition and sustain a higher than average level of profitability for longer than expected.
• Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. • Some of the Funds managed by the Economic Advantage Team invest in smaller companies and companies traded on the Alternative Investment Market. These stocks may be less liquid and the price swings greater than those in, for example, larger companies.
• The information and opinions provided should not be construed as advice for investment in any product or security mentioned. • Always research your own investments and consult with a regulated investment adviser before investing.
Source: Financial Express. Total return. The GF Special Situations Fund C1 was launched on 08.11.12 and therefore discrete data is not available for more than three 12 month periods. Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use. Returns are in local currency.