The Fund
The Ireland-domiciled and Article 8 fund has a formal objective of delivering strong long-term (5 years or more) capital growth. The Fund is managed using the Global Innovation investment.
You are able to redeem your investment from the Fund at any time and there is no exit fee for doing so.
Meet the team
Storm Uru founded the Global Innovation investment process in 2017 and was joined by Clare Pleydell-Bouverie and James O’Connor to form the Liontrust Global Innovation team. The team manage the Liontrust Global Dividend, Liontrust Global Innovation and Liontrust Global Technology funds. Storm and Clare are the lead fund managers across the range supported by James. Storm Uru has 13 years’ industry experience and holds a degree in finance from Massey University and an MBA from Oxford University, Clare Pleydell-Bouverie has 9 years of industry experience and holds a degree in history from Oxford University and James O’Connor has 10 years of industry experience and holds a degree in psychology and economics from Harvard University and a degree in education research from Oxford University.
Performance
As the share class has been in existence for less than one discrete year as at the previous quarter end, there is insufficient data to provide an indication of past performance.
For more information on the OCF, see our costs and charges page.
Key features of the Fund
The Fund uses the MSCI World Information Technology Index (the “Benchmark”) for performance comparison purposes. The Fund is considered to be actively managed in reference to the Benchmark by virtue of the fact that the Benchmark is not used to define the portfolio composition of the Fund, and the Fund may be wholly invested in securities which are not constituents of the Benchmark.
The Benchmark is designed to capture the large and mid cap segments of the GICS Information Technology sector across 23 developed market countries.
Fund Manager Insights
Storm Uru & Clare Pleydell-Bouverie
Storm Uru
Storm Uru, Clare Pleydell-Bouverie & James O'Connor
Storm Uru & Clare Pleydell-Bouverie
Storm Uru & Clare Pleydell-Bouverie
How to invest in Liontrust funds
Key Risks
Past performance does not predict future returns. You may get back less than you originally invested. We recommend this fund is held long term (minimum period of 5 years). We recommend that you hold this fund as part of a diversified portfolio of investments
The issue of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Investments should always be considered as long term.
The Fund invests in global technology and telecommunications equities. The Fund may also invest in other eligible asset classes as detailed within the prospectus. The Fund considers environmental, social and governance (""ESG"") characteristics of companies. The Fund is categorised 6 primarily for its exposure to Global equities. The SRRI may not fully take into account the following risks:
– that a company may fail thus reducing its value within the Fund;
– overseas investments may carry a higher currency risk. They are valued by reference to their local currency which may move up or down when compared to the currency of the Fund.
The Fund, may in certain circumstances, invest in derivatives but it is not intended that their use will materially affect volatility. Derivatives are used to protect against currencies, credit and interest rate moves or for investment purposes. The use of derivatives may create leverage or gearing resulting in potentially greater volatility or fluctuations in the net asset value of the Fund. A relatively small movement in the value of a derivative's underlying investment may have a larger impact, positive or negative, on the value of a fund than if the underlying investment was held instead. Credit Counterparty Risk: outside of normal conditions, the Fund may hold higher levels of cash which may be deposited with several credit counterparties (e.g.international banks). A credit risk arises should one or more of these counterparties be unable to return the deposited cash. Liquidity Risk: the Fund may encounter liquidity constraints from time to time. The spread between the price you buy and sell shares will reflect the less liquid nature of the underlying holdings. ESG Risk: there may be limitations to the availability, completeness or accuracy of ESG information from third-party providers, or inconsistencies in the consideration of ESG factors across different third party data providers, given the evolving nature of ESG. Growth stocks tend to pay out lower levels of dividend resulting in lower income yields and may produce more volatile returns than the market as a whole.
Disclaimer
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained free of charge direct from Liontrust website. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.
