Are you looking to invest in one of our UK domiciled unit trust funds or ICVCs (Investment Company with Variable Capital), or one of our Ireland-based UCITS funds and you do not have a professional adviser? If yes, there are a number of ways in which you can invest in our funds, including through Liontrust’s Individual Savings Account (ISA) and Junior ISA to shelter your gains and income from tax.
The cost of investing in our funds can vary depending on which option you take. Therefore, we recommend you check all charges before you make a decision on how you are going to invest.
We suggest that if you have any doubts about the suitability of an investment, you should consult a professional adviser. It is a regulatory requirement that you read the relevant Key Investor Information Documents (KIIDs) before completing your application.
If you are interested in our range of Multi-Asset, target risk portfolios, please consult a professional adviser. We do not currently offer these portfolios to private investors on a direct basis.