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What are UK equity funds?
Investors worldwide often feel most comfortable investing in their domestic financial markets, to which they feel the closest and can understand the most easily.
UK investors are lucky to have one of the world’s premier stock markets on their doorstep. UK equities are shares in companies based in one of the world’s most vibrant, innovative and open economies and offering a wealth of opportunities.
Key benefits of UK equities
The UK has a robust economy and offers a deep pool of opportunities with a broad range of companies presenting investors with outstanding opportunities for capital growth and income generation. Other features include:
A portfolio of UK equity funds can provide exposure to some world class companies. According to the ONS, the services sector is dominant in the UK, accounting for around 80% of GDP. Financial Services is particularly prominent. The UK financial services sector has a worldwide reputation for excellence and is largely based in London, the second largest financial centre globally, while Edinburgh also has a notable financial industry.
The UK is also a base for some of the world’s leading pharmaceutical, aerospace, mining, energy and technology companies, while Cambridge, with its elite university, has a growing reputation as a leader in life sciences.
The depth of the UK’s economy also means there are many opportunities beyond its large and mid-sized companies.
The UK has a well-educated, innovative population and an open, free and well governed economy in which enterprise is strongly promoted.
These attributes mean that there is a consistent flow of new enterprises coming up from the grass roots. Some of these grow sufficiently to be launched on the London Stock Exchange’s Alternative Investment Market before perhaps graduating to the main market and being listed as Small Caps.
These smaller enterprises can offer outstanding opportunities. They are often overlooked compared to their larger counterparts but those investors who have the expertise to analyse them and recognise the right potential can tap into some phenomenal opportunities. Although these stocks pose more risk, they can be rewarding hunting grounds for stock-picking fund managers who can consistently recognise the right growth opportunities.
Liontrust’s range of UK equity funds
Liontrust manages several UK equity funds that offer a range of solutions to meet investors’ objectives. They are managed by four teams using different investment processes, but they are all actively managed funds based on high conviction approaches.
Liontrust’s range of UK funds includes:
Liontrust Income Fund
Objective is to generate income with the potential for long term capital growth using the Global Equity process. The Fund invests at least 80% in shares of UK companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the UK. Find out more
Liontrust Special Situations Fund
The multi award-winning Liontrust Special Situations Fund has been managed since launch in November 2005 by Anthony Cross, who was joined by his co-manager Julian Fosh in 2008. The Fund aims to deliver capital growth over the long term (five years or more) through using the Economic Advantage investment process. The process seeks to identify companies with a durable competitive advantage that allows them to defy industry competition and sustain a higher-than-average level of profitability for longer than expected. The Fund invests at least 90% of the portfolio in companies incorporated, domiciled or which conduct significant business in the UK. Find out more
Liontrust UK Growth Fund
Predominantly invests in UK large and mid-cap stocks using the Economic Advantage process, which can lead to sector exposures being significantly different from those of the market and many of its sector's peers. Anthony Cross and Julian Fosh use the process to identify companies with 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. Find out more
Liontrust Sustainable Future UK Growth Fund
Aims to deliver capital growth over the long-term using the Sustainable Future investment process to invest in companies incorporated, domiciled or which conduct significant business in the UK. This process uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future and the fund managers then seek to invest in well run companies whose products and operations capitalise on these transformative changes. Find out more
Liontrust UK Ethical Fund
The Fund aims to deliver capital growth over the long-term using the Sustainable Future investment process. This process uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future and the fund managers then seek to invest in well run companies whose products and operations capitalise on these transformative changes. The Fund invests in companies incorporated, domiciled or which conduct significant business in the United Kingdom (UK). Find out more
Liontrust UK Smaller Companies Fund
The process seeks to identify companies with a durable competitive advantage that allows them to defy industry competition and sustain a higher-than-average level of profitability for longer than expected. All smaller companies in the Fund must have a minimum 3% equity ownership by senior management, which the fund managers believe motivates key employees, helps to secure a company's competitive edge and leads to better corporate performance. The Fund invests at least 90% of the portfolio in companies incorporated, domiciled or which conduct significant business in the UK. Find out more
Liontrust Multi-Asset UK Equity Fund
Seeks to achieve capital growth. The Fund is an actively managed fund of funds which invests at least 70% of its assets in other funds (underlying funds) including funds which are traded on stock exchanges, other closed-ended funds and funds that are managed by Liontrust or its associates. The underlying funds will primarily (meaning at least 70%) invest in shares of companies that are domiciled, incorporated, or have significant business operations in the UK, and which are listed on the UK stock market. At any time, 80% of the Fund's assets are invested directly or indirectly in UK equities. Find out more
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