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GF Global Alpha Fund

Single Price $10.089 as of 08/07/2025
Fund launch date 01/07/2025
Fund size $57,386,991.10
Number of holdings 0

The Fund

The Ireland-domiciled and Article 8 Fund is managed by Mark Hawtin and Pieran Maru. The fund managers aim to deliver alpha (capital growth in excess of the MSCI AC World Index) by running an actively managed portfolio and investing in securities using a combination of economic, industry and stock specific analysis irrespective of a benchmark index.

SFDR Article 8

You are able to redeem your investment from the Fund at any time and there is no exit fee for doing so.

Read latest fund update
Past performance does not predict future returns. You may get back less than you originally invested. Reference to specific securities is not intended as a recommendation to purchase or sell any investment.
Key Information
Manager Inception Date of Fund
01/07/2025
Managed by Current Team for
9 days
Class Launch Date
01/07/2025
ISIN code
IE000FX1UVQ2

Meet the team

Mark Hawtin and Pieran Maru joined Liontrust from GAM Investments in 2024. Mark has 40 years of investment experience, was Investment Director and Head of Global Equities at GAM, having previously been a partner and portfolio manager at Marshall Wace Asset Management. Pieran covered software and hardware companies at GAM before moving to Liontrust.  

Meet the tea

Our Investment Process

The Global Equities team uses both fundamental research (what security to buy) and technical research (when and how to buy the security).

The team’s process is focused on identifying both better and poorer performing companies. To do this, the team uses an initial screening process to reduce the target investment universe and then undertakes in-depth fundamental company analysis on the remaining names.

As a core part of the investment process, the team examines the intrinsic value of a company (using discounted cash flow, or “DCF”, modelling or by examining companies relative to their peers).

Once the target list is identified, the team uses technical analysis and risk overlays to construct and manage the portfolio to meet its objective and risk profile.

The team differentiates itself by separating the two key investment decisions – screening and deep fundamental research – to determine which companies the team wants to gain exposure to (what to buy), and to define when and how to obtain exposure to those companies (when and how to buy) through technical research and risk management.

Past performance does not predict future returns. You may get back less than you originally invested. Reference to specific securities is not intended as a recommendation to purchase or sell any investment.

Performance

As the share class has been in existence for less than one discrete year as at the previous quarter end, there is insufficient data to provide an indication of past performance.

Additional Information
Minimum initial investment
$5,000,000
Minimum additional investment
$1,000
Ex-dividend date
Distribution date
Sedol code
BT3NXM1
Charges
Initial charge
-
Ongoing Charges Figure
0.49%
Included within the OCF is the Annual Management Charge
0.37%

For more information on the OCF, see our costs and charges page.

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How to invest in Liontrust funds

Through a fund platform
Through a financial adviser
Direct with Liontrust
KEY RISKS

Past performance does not predict future returns. You may get back less than you originally invested.

We recommend this fund is held long term (minimum period of 5 years). We recommend that you hold this fund as part of a diversified portfolio of investments.

  • Overseas investments may carry a higher currency risk. They are valued by reference to their local currency which may move up or down when compared to the currency of the Fund.
  • The Fund, may in certain circumstances, invest in derivatives but it is not intended that their use will materially affect volatility. Derivatives are used to protect against currencies, credit and interest rate moves or for investment purposes. The use of derivatives may create leverage or gearing resulting in potentially greater volatility or fluctuations in the net asset value of the Fund. A relatively small movement in the value of a derivative's underlying investment may have a larger impact, positive or negative, on the value of a fund than if the underlying investment was held instead. The Fund invests in a diversified defensive securities strategy.
  • Credit Counterparty Risk: the Fund uses derivative instruments that may result in higher cash levels. Outside of normal conditions, the Fund may choose to hold higher levels of cash. Cash may be deposited with several credit counterparties (e.g. international banks) or in shortdated bonds. A credit risk arises should one or more of these counterparties be unable to return the deposited cash.
  • Emerging Market Risk: the Fund may invest in emerging markets which carries a higher risk than investment in more developed countries. This may result in higher volatility and larger drops in the value of the fund over the short term.
  • Liquidity Risk: the Fund may encounter liquidity constraints from time to time. The spread between the price you buy and sell shares will reflect the less liquid nature of the underlying holdings.
  • ESG Risk: there may be limitations to the availability, completeness or accuracy of ESG information from third-party providers, or inconsistencies in the consideration of ESG factors across different third party data providers, given the evolving nature of ESG.
  • Sanctions: Certain countries, including China, have a higher risk of the imposition of financial and economic sanctions on them which may have a significant economic impact on any company operating, or based, in these countries and their ability to trade as normal. Any such sanctions may cause the value of the investments in the fund to fall significantly and may result in liquidity issues which could prevent the fund from meeting redemptions.

The issue of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Investments should always be considered as long term.

DISCLAIMER

This material is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.

It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.

This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.

This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.com or direct from Liontrust. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.

Fund literature
GF Global Alpha Fund
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Application and transfer forms Liontrust Global Funds plc Application Form