Where are you?
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Guernsey
  • Ireland
  • Italy
  • Jersey
  • Luxembourg
  • Malta
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Singapore
  • Sweden
  • Switzerland
  • United Kingdom
  • Rest of World
It looks like you’re in
Not your location?
And finally, please confirm the following details
I’m {role} in {country} and I agree to comply with the terms of the website.
You are viewing as from Change

Liontrust SF Global Growth Fund

Q2 2023 video 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.
Understand common financial words and terms See our glossary
KEY RISKS

Past performance is not a guide to future performance. The value of an investment and the income generated from it can fall as well as rise and is not guaranteed. You may get back less than you originally invested.

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.

The Fund will invest in companies globally. All investments will be expected to conform to our social and environmental criteria.
The Fund will typically invest 95% (minimum 90%) of its assets in equities or equity related derivatives but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits.
Investments in emerging market securities will be limited to 20%.
The Fund is categorised 6 primarily for its exposure to Global equities.
The SRRI may not fully take into account the following risks:
– that a company may fail thus reducing its value within the Fund;
– 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, under 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. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. 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 use of derivative contracts may help us to control Fund volatility in both up and down markets by hedging against the general market.
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.
The Fund may have both Hedged and Unhedged share classes available. The Hedged share classes use forward foreign exchange contracts to protect returns in the base currency of the Fund.
Outside of normal conditions, the Fund may hold higher levels of cash which may be deposited with several credit counterparties (e.g. international banks). A credit risk arises should one or more of these counterparties be unable to return the deposited cash.
Counterparty Risk: any derivative contract, including FX hedging, may be at risk if the counterparty fails.
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.

DISCLAIMER

This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID), which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.co.uk or direct from Liontrust. Always research your own investments. 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.

This 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. It contains information and analysis that 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 of this document, no representation or warranty, express or implied, is made by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified. It should not be copied, forwarded, reproduced, divulged or otherwise distributed in any form whether by way of fax, email, oral or otherwise, in whole or in part without the express and prior written consent of Liontrust.

More from the team

See all related
Deepesh Marwaha Deepesh Marwaha
In deep water – engaging with UK water companies Investing in UK water utilities has hit rough waters in recent times with chronic underinvestment. But there is a route to better outcomes
icon 10 April 2024
Water company
Martyn Jones Martyn Jones
Alcon – Enabling healthier lifestyles One billion people live with a preventable vision impairment, a figure set to grow as the global population ages. This Stocktake from the Sustainable Investment team looks at Alcon, a market leader in ophthalmic surgery
icon 3 April 2024
Optometrist
Simon Clements Simon Clements
Why World Water Day matters On World Water Day fund manager Simon Clements discusses why improving the management of water is a key theme for the Sustainable Future team
icon 21 March 2024
Agriculture
Ed Phelps, Trainee Sustainable Investment Associate Ed Phelps
Sika – Building better cities In the latest of their Stocktake series, the Sustainable Investment team cover a key investment theme – Building better cities – and take a closer look at construction chemicals manufacturer Sika
icon 13 March 2024
Chemical construction
Peter Michaelis Peter Michaelis
Investing in companies that will drive decarbonisation As the UK Climate Change Committee urges the government not to loosen decarbonisation targets, Peter Michaelis highlights the companies that could be key to maintaining a path to Net Zero.
icon 29 February 2024
Renewable wind farm