This Assessment of Value Report evaluates whether the UK-domiciled Liontrust funds are delivering value to investors. Liontrust has considered each of the funds against the seven assessment criteria defined by our regulator, the FCA – covering performance, costs and charges – which provide an overall assessment of value for each fund.
If you would like copies of previous Reports, please email us at info@liontrust.co.uk or download below:
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2023
2022
2021
2020
