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A UK equity unit trust managed for long-term capital growth. The Fund seeks to maximise
absolute returns over a rolling five year period.  Liontrust Focus 350 is managed by William Pattisson in accordance with his UK equity investment process, The Liontrust Large Cap. Process. It invests in a concentrated portfolio of 30-60 large and medium sized UK companies, broadly equally weighted. The portfolio has no stock or sector controls. Its industrial sector exposure will not closely mirror that of the London stock market. It can also hold up to half the portfolio in cash if William believes the market is expensive. Download the Fund’s latest fact sheet Common Sense (PDF) or view the Fund literature archive.  Investment objective: to provide long-term capital growth.
To achieve this aim, the Fund will invest primarily in a concentrated portfolio of large and medium-sized UK companies' shares which, at the time of investment, have market capitalisations which place them in the largest 350 companies quoted on the London Stock Exchange. The Fund will invest where the fund manager believes there are the greatest opportunities to provide long term capital growth. The Fund will not be restricted in choice of investment by either size or sector. The Fund may invest in transferable securities, money market instruments, cash and near cash, derivatives for the purposes of hedging, deposits and units or shares in collective investment schemes. The percentage held in cash, near cash, money market instruments and/or deposits would not normally exceed 20%. However, this might rise to 50% of the Fund's net assets at the discretion of the Investment Adviser and this higher level of liquidity may be maintained for a period not expected to exceed one year, at any one time, if the Investment Adviser believes it appropriate in the interest of effective fund management
 Full details on how to invest can be found in the Simplified Prospectus. To buy units in the Fund, send us a completed unit trust application form together with a cheque for your investment. Existing investors and authorised intermediaries can place investment deals by  |
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| Liontrust Investment Funds Limited, Liontrust Investment Services Limited and Liontrust European Investment Services Limited are authorised and regulated by the Financial Services Authority. Past Performance is not a guide to future performance. The price of units and the income from them can fall as well as rise, and are not guaranteed. Investors may not get back the amount originally invested. Liontrust's standard terms of business apply. Copyright © Liontrust Asset Management PLC 2001-2008 |