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Managed Funds

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.

What is a Managed Fund?

Managed funds provide diversification.

Investors can benefit from investing in a diversified range of asset classes in one portfolio by using a managed fund.

Diversification across a broad range of asset classes reduces the risk that a portfolio’s performance could be adversely impacted by over-exposure to a few assets of the same type. Diversification also increases the chances of benefiting from the returns of the best-performing assets.

Managed funds give investors access to a spread of investments that might be difficult to achieve if they were investing on their own.

The benefits of using funds

Funds are investment products that pool monies from a lot of investors and invest in a diversified range of assets. If you feel you do not have the time, knowledge or inclination to manage your own portfolio of investments, you can delegate this to a professional fund manager. 

By investing even just a few hundred pounds in a fund, you can usually obtain exposure to far more assets than you can by investing directly in the market yourself. In addition, funds enable you to gain access to an array of geographical markets and industry sectors around the world.

Investing in funds will usually involve taking on a certain degree of risk. Learn more about understanding your risk profile here

Funds offer tax benefits, too. In the UK, switches between shares within funds are free of capital gains tax (CGT) for the saver. This is not the case if you manage a portfolio of shares unless these are held in tax efficient wrappers such as Individual Savings Accounts (ISAs). We suggest you consult a professional adviser about the tax implications of your investments.

Selecting the best manager is a challenge

The funds offered by Liontrust are actively managed, so the manager will make all the difficult decisions on which assets to invest in at any given time.

Selecting the best managed funds can be a challenge. If in doubt, you can seek the professional advice of a qualified financial adviser.