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Liontrust Global Equity Team

US Income Fund

George Boyd-Bowman

The Fund

The Fund is managed by George Boyd-Bowman and aims to generate capital growth over the long term (5 years or more). The Fund invests at least 80% in shares of US companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US. Stocks are selected with a focus on income and the potential for capital growth.

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George Boyd-Bowman
The Fund Manager - George Boyd-Bowman

George manages the Liontrust US Opportunities Fund and the Liontrust US Income Fund. He previously managed these two funds at Neptune Investment Management, before moving to Liontrust in October 2019. He also undertakes team research on the global financials sector. George has a first class degree in Economics and Management from Oxford University.

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The Global Equity Process

The fund managers believe the key to generating long-term outperformance is through high conviction, long-term, research-led company selection. When combined with the team’s portfolio construction, this approach can drive returns that are largely uncorrelated to the successes and failures of popular investment styles such as growth (investing in growing companies) and value (holding relatively cheap companies).

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Finding the FAANGs of the future

Robin Geffen

The growth of mega tech companies has led the US market and accelerated due to Covid-19. Robin Geffen examines whether... Read more

Latest fund update

US Income Fund

Read the latest update for the Liontrust US Income 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 US Income -0.28% 6.01% 20.41% 12.25% 39.28%
IA North America 9.12% 7.44% 19.33% 14.64% 30.05%
S&P 500 14.49% 3.62% 17.23% 17.88% 14.67%
Liontrust US Income
IA North America
S&P 500
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust US Income 18.31% 8.33% 28.61% 94.98% 235.44% 246.85%
IA North America 20.57% 17.32% 40.16% 106.31% 264.81% 273.84%
S&P 500 19.96% 16.29% 39.35% 80.86% 239.75% 247.28%
To previous working day
Liontrust US Income
IA North America
S&P 500

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. Investment in funds managed by the Global Equity (GE) team may involve investment in smaller companies - these stocks may be less liquid and the price swings greater than those in, for example, larger companies. Investment in funds managed by the GE team may involve foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The team may invest in emerging markets/soft currencies or in financial derivative instruments, both of which may have the effect of increasing volatility. Some of the funds managed by the GE team hold a concentrated portfolio of stocks, meaning that if the price of one of these stocks should move significantly, this may have a notable effect on the value of that portfolio.

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. This page is showing performance data and information for an income producing share class. Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

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 date9/29/2010
  • IA sectorIA North America
  • Fund size£27,015,500.00
  • Number of holdings52
  • Active Share76.23%

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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