Liontrust GF UK Growth Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Economic Advantage

GF UK Growth Fund

Anthony Cross & Julian Fosh

The Fund

The Fund was launched in September 2014 as the Irish-domiciled feeder fund into Liontrust UK Growth, which has been managed since March 2009 by Anthony Cross and Julian Fosh and predominantly invests in UK large and mid-cap stocks using the Economic Advantage investment process. The process seeks to identify companies with a durable competitive advantage that allows companies to defy industry competition and sustain a higher than average level of profitability for longer than expected. This can lead to sector exposures being significantly different from those of the market and many of the Fund’s sector peers.

Download literature

The Economic Advantage team

The Economic Advantage team
Anthony Cross & Julian Fosh

Anthony Cross and Julian Fosh have over 55 years of combined investment experience. Anthony, who was previously at Schroders, has managed the Liontrust Special Situations and UK Smaller Companies Funds since launch and he started working with Julian at Liontrust in 2008. Julian has previously managed money at Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Assurance Society and Saracen Fund Managers.

Read more

The Economic Advantage Process

The process seeks to identify companies that possess intangible assets which produce barriers to competition and provide 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. In the fund managers’ experience, the hardest characteristics for competitors to replicate are three classes of intangible asset: intellectual property, strong distribution channels and significant recurring business.

Read more

3 success stories and 3 to watch

Matt Tonge

18 months on from the Fund’s launch, Matt Tonge takes a look at three ‘success stories’ which have already graduated from the micro cap space and highlights three ‘ones to watch’ from the companies the team has bought so far this year. Read more

Awards and ratings

FE Alpha Manager 2017 - Anthony Cross
Anthony Cross
FE Alpha Manager 2017
FE Alpha Manager 2017 - Julian Fosh
Julian Fosh
FE Alpha Manager 2017

Latest fund update

GF UK Growth Fund

Read the latest update for the Liontrust GF UK Growth Fund.


Read more

   

FE Alpha Manager 2015 - Best in UK Equity - Anthony Cross
Anthony Cross & Julian Fosh
FE Alpha Manager 2015 - Best in UK Equity
Citywire rated AAA
Anthony Cross & Julian Fosh
Citywire Manager rating: AAA

Performance

Discrete performance

31-12-2016 -
31-12-2017
31-12-2015 -
31-12-2016
31-12-2014 -
31-12-2015
31-12-2013 -
31-12-2014
31-12-2012 -
31-12-2013
Liontrust GF UK Growth 12.36% 16.09% 8.16% N/A N/A
Equity - UK 11.56% 8.85% 4.85% N/A N/A
FTSE All Share 13.10% 16.75% 0.98% N/A N/A
Liontrust GF UK Growth
Equity - UK
FTSE All Share
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust GF UK Growth 1.29% 3.80% 26.81% N/A N/A 31.66%
Equity - UK -0.53% 3.80% 15.64% N/A N/A 20.33%
FTSE All Share 0.60% 4.55% 19.53% N/A N/A 22.69%
To previous working day
Liontrust GF UK Growth
Equity - UK
FTSE All Share

Risk warning

• 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 performance of the Liontrust GF UK Growth Fund may differ from the performance of the Liontrust UK Growth Fund and will be lower than its corresponding Master Fund due to additional fees and expenses.

 

• 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. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. Returns are in local currency.

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. 

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

Go

Key fund information

  • Launch date02/09/2014
  • IA sectorEquity - UK
  • BenchmarkFTSE All Share
  • Fund size£22,272,771.38
  • Number of holdings46
  • Active Share69.16%
Fund size, number of holdings and active share data is as at previous month end. Performance data is as at previous working day.

Active Share: The percentage of a portfolio invested differently to its benchmark. A 100% active share is a portfolio with no weightings in the benchmark, a 0% active share is a portfolio identical to the benchmark.

Back to top