Liontrust UK Mid Cap Fund
Liontrust Global Equity Team

UK Mid Cap Fund

Anthony Cross & Julian Fosh

The Fund

The manager of the Fund changed from Mark Martin to Anthony Cross and Julian Fosh on 19 August. Liontrust is proposing to merge the Fund with the Liontrust UK Growth Fund, which will be subject to investor and regulatory approval.

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The Economic Advantage team

The Economic Advantage team

Anthony Cross (left) has managed the Liontrust Special Situations and UK Smaller Companies Funds since launch and he started working with Julian Fosh (right) 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.

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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.

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UK Growth Fund at cheapest level relative to market for a decade

Julian Fosh

Stocks in the UK Growth Fund tend to trade at... Read more

Latest fund update

UK Mid Cap Fund

Read the latest update for the Liontrust UK Mid Cap Fund.

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Performance*

Discrete performance

30-09-2019 -
30-09-2020
30-09-2018 -
30-09-2019
30-09-2017 -
30-09-2018
30-09-2016 -
30-09-2017
30-09-2015 -
30-09-2016
Liontrust UK Mid Cap -14.85% -13.00% -3.37% 16.03% 3.21%
IA UK All Companies -12.76% -0.03% 5.54% 13.65% 11.74%
FTSE 250 ex Inv Co -15.29% 0.24% 4.16% 14.16% 8.63%
Liontrust UK Mid Cap
IA UK All Companies
FTSE 250 ex Inv Co
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust UK Mid Cap 18.27% -6.97% -24.79% -9.25% 127.45% 288.54%
IA UK All Companies 10.34% -10.43% -8.22% 15.27% 71.01% 156.66%
FTSE 250 ex Inv Co 12.73% -14.46% -10.01% 11.45% 107.86% 291.95%
To previous working day
Liontrust UK Mid Cap
IA UK All Companies
FTSE 250 ex Inv Co

Key Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Some of the Funds managed by the Economic Advantage team invest primarily 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 GF UK Growth Fund may differ from the performance of the  UK Growth Fund and will be lower than its corresponding Master Fund due to additional fees and expenses.

Disclaimer

The information and opinions provided 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.  Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.

Source: Financial Express. Total return, bid-to-bid. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. 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.

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Key fund information

  • Launch date12/15/2008
  • IA sectorIA UK All Companies
  • Fund size£84,949,700.00
  • Number of holdings24
  • Active Share94.19%

Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.

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

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