Liontrust US Opportunities B Acc GBP (0P00000WXZ.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Liontrust US Opportunities B Acc GBP
NULL
2 Savoy Court London WC2R 0EZ
Liontrust Fund Partners LLP
+352 464010600
Management information
,Lead manager since 10 July 2023
Hong Yi Chen is Co-Fund Manager of the US Equity Fund. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst and Co-Fund Manager for 12 years, and is a member of the Liontrust Global Fundamental team. Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyLiontrust Fund Partners LLP
Net assets255.98M
YTD return11.98%
Yield0.00%
Morningstar rating★★★
Inception date31 Dec 2002
Fund operations
Last dividend0.01
Last cap gainN/A
Holdings turnover139.23%
Average for categoryN/A
Fees and expenses
Expense0P00000WXZ.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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