The Fund
The Liontrust Balanced Fund is managed by Mark Hawtin and Kevin Kruczynski. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds.
You are able to redeem your investment from the Fund at any time and there is no exit fee for doing so.
Awards and Ratings
Meet the team
Mark Hawtin and Kevin Kruczynski joined Liontrust from GAM Investments in 2024. Mark has 40 years of investment experience, was Investment Director and Head of Global Equities at GAM, having previously been a partner and portfolio manager at Marshall Wace Asset Management. Kevin managed Global and US equity portfolios at GAM before moving to Liontrust. Previously, he was at THS Partners, Cazenove Capital and Merrill Lynch Investment Managers.
![Meet the tea](https://www.liontrust.co.uk/-/media/liontrust/images/site-sections/our-funds/ge-meet-team-image-700x394.jpg?h=394&w=700&la=en&hash=5152C5DD4186E9094CEFD9226D210374)
Discrete performance (%)
As at previous quarter 12 months ending: | Jun 24 | Jun 23 | Jun 22 | Jun 21 | Jun 20 |
---|---|---|---|---|---|
Liontrust Balanced | 17.0 | 8.1 | -11.8 | 16.3 | 15.5 |
IA Mixed Investment 40-85% Shares | 11.8 | 3.3 | -7.2 | 17.3 | -0.1 |
Quartile Ranking | 1 | 1 | 4 | 3 | 1 |
Cumulative performance (%)
As at previous day end | 1 month | 3 months | 6 months | YTD | 1 year | 3 years | 5 years | 10 years | Since Inception |
---|---|---|---|---|---|---|---|---|---|
Liontrust Balanced | 3.3 | 2.0 | 9.7 | 9.7 | 16.5 | 10.9 | 48.2 | 121.5 | 1107.8 |
IA Mixed Investment 40-85% Shares | 1.3 | 1.5 | 5.9 | 5.8 | 11.7 | 6.6 | 24.1 | 71.6 | 237.1 |
Quartile Ranking | 1 | 2 | 1 | 1 | 1 | 2 | 1 | 1 | - |
Source: FE fundinfo as at 01/07/2024. Performance figures are shown in GBX. Total return performance figures are calculated net of costs and charges, on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Where applicable the quartile rank is for the primary share class within the sector. If your investment is made in a currency other than that used in the past performance calculation the return may increase or decrease as a result of currency fluctuations.
Current positioning
Top 10 Holdings (%)
For more information on the OCF, see our costs and charges page.
Fund Manager Insights
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![Ewan Thompson](https://www.liontrust.co.uk/-/media/liontrust/images/modules/generic-listing-module/fund-managers/ewan-thompson-212x212.jpg?h=212&w=212&la=en&hash=8532B7B40DF733159FECB414311183A4)
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