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Liontrust Uk Smaller Companies Fund R Inc (0P00000R5T)
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23/12 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 74.51M
Type:
Fund
Market:
United Kingdom
Issuer:
Liontrust Fund Partners LLP
ISIN:
GB0007420788
Asset Class:
Equity
Liontrust UK Smaller Companies Fund R Inc
17.35
+0.12
+0.67%
- Overview
- Profile
- Historical Data
- Holdings
0P00000R5T Overview
On this page you'll find an in-depth profile of Liontrust Uk Smaller Companies Fund R Inc. Learn about the key management, total assets, investment strategy and contact information of 0P00000R5T among other information.
Investment Strategy
The Fund aims to deliver capital growth over the long term (5 years or more). The Fund will invest at least 90% in companies which, are incorporated, domiciled or conduct significant business in the United Kingdom (UK). At least 75% of the companies held by the Fund will have a market capitalisation of less than £1bn. The Fund will typically invest 90% (minimum 80%) 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.
Contact Information
Address
2 Savoy Court London WC2R 0EZ
London,NULL NULL
United Kingdom
London,NULL NULL
United Kingdom
Phone
+352 464010600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Natalie Bell | Portfolio Manager | 2024 | Now |
| Biography | Natalie joined the Economic Advantage team as a fund manager in August 2022, moving from the Responsible Capitalism team where she led engagement with investee companies. Prior to joining Liontrust in February 2021, she was at EY for over six years as part of their Corporate Governance team. Natalie was previously an Assistant Director at CBI, promoting the policy interests of a range of businesses across multiple sectors | ||
| Alex Wedge | - | 2020 | Now |
| Biography | Alex Wedge joined the existing Economic Advantage team of Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in March 2020 from Singer Capital Markets, one of the largest dedicated small cap brokers in London. Alex has spent over seven years at Singer Capital Markets, latterly as a senior member of the equity sales team. His role has included developing and communicating investment ideas to buy side clients, as well as advising corporate clients on shaping their investment case and raising equity capital. At Liontrust, Alex is assisting the team with stock selection and the day-to-day management of the Economic Advantage funds, focusing particularly on small and micro caps. | ||
| Matthew Tonge | Partner | 2015 | Now |
| Biography | Matthew Tonge joined the Liontrust trading desk in 2003 from Barclays Capital Asset Management, becoming a partner in 2011. Responsible for execution across all the firm’s assets, in 2014 he was voted Mid-Tier trader of the year by The Trade magazine for his work in mid and small cap stocks, the inaugural year of the award. Having worked closely with Anthony and Julian for many years, in September 2015 he joined the Economic Advantage team to help research and analyse companies across the small cap universe. Matt graduated from the University of Birmingham in 2000, with First Class Batchelor degrees in Manufacturing Engineering (BENG) & Commerce (BCOM), winning the Gilbert Walker Prize in Engineering and Economics as top student in his year. | ||
| Victoria Stevens | Partner | 2015 | Now |
| Biography | Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University. | ||
| Julian E C Fosh | Portfolio Manager | 2008 | Now |
| Biography | Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence. | ||
| Anthony Cross | Researcher | 1998 | Now |
| Biography | Anthony Cross joined Liontrust in 1997 and launched the Liontrust UK Smaller Companies Fund in 1998. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics. | ||
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