Liontrust UK Mid Cap Fund
Liontrust Global Equity Team

UK Mid Cap Fund

Mark Martin

The Fund

The Fund invests in medium and small sized companies in the UK with the potential for high growth. Fund Manager Mark Martin, who has managed the Fund since December 2008, has a strong focus on minimising volatility and protecting capital during down markets. Mark uses the Global Equity Team's disciplined investment process which is founded on collaborative research, a culture of investing with conviction and three silo portfolio construction to build a concentrated portfolio of 20-40 stocks which is highly differentiated from the market. 

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Mark Martin
The Fund Manager - Mark Martin

Mark manages the Liontrust UK Mid Cap Fund and the Liontrust UK Opportunities Fund, which he was also responsible for at Neptune Investment Management before moving to Liontrust in October 2019. His areas of research expertise include UK mid & small caps and the global healthcare sector. Before joining Neptune in 2008, Mark qualified as a solicitor at Allen & Overy in the Private Equity group, having graduated from Oxford University with a degree in Classics.

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The Global Equity Process

The fund managers believe the key to generating long-term outperformance is through high conviction, long-term, research-led company selection. When combined with the team’s portfolio construction, this approach can drive returns that are largely uncorrelated to the successes and failures of popular investment styles such as growth (investing in growing companies) and value (holding relatively cheap companies).

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How 3D printing shoes has transformed the outlook for Nike

Storm Uru

In the first of a new series on tech disruptors from the Liontrust Global Equity Team, Storm Uru looks at sport... Read more

Latest fund update

UK Mid Cap Fund

Read the latest update for the Liontrust UK Mid Cap Fund.

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Performance*

Discrete performance

30-09-2018 -
30-09-2019
30-09-2017 -
30-09-2018
30-09-2016 -
30-09-2017
30-09-2015 -
30-09-2016
30-09-2014 -
30-09-2015
Liontrust UK Mid Cap -13.00% -3.37% 16.03% 3.21% 20.91%
IA UK All Companies -0.03% 5.54% 13.65% 11.74% 1.93%
FTSE 250 ex Inv Co 0.24% 4.16% 14.16% 8.63% 12.72%
Liontrust UK Mid Cap
IA UK All Companies
FTSE 250 ex Inv Co
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust UK Mid Cap 12.24% 15.21% 11.71% 33.68% 237.82% 380.51%
IA UK All Companies 6.11% 17.33% 24.26% 44.89% 130.05% 202.22%
FTSE 250 ex Inv Co 15.53% 26.57% 31.77% 59.50% 223.62% 392.91%
To previous working day
Liontrust UK Mid Cap
IA UK All Companies
FTSE 250 ex Inv Co

Key Risks 


Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Investment in funds managed by the Global Equity (GE) team may involve investment in smaller companies - these stocks may be less liquid and the price swings greater than those in, for example, larger companies. Investment in funds managed by the GE team may involve foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The team may invest in emerging markets/soft currencies or in financial derivative instruments, both of which may have the effect of increasing volatility. Some of the funds managed by the GE team hold a concentrated portfolio of stocks, meaning that if the price of one of these stocks should move significantly, this may have a notable effect on the value of that portfolio.

Disclaimer


The information and opinions provided 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. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 

Source: Financial Express. Total return, bid-to-bid. This page is showing performance data and information for an income producing share class. Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.

© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date12/15/2008
  • IA sectorIA UK All Companies
  • BenchmarkFTSE 250 ex Inv Co
  • Fund size£154,369,584.81
  • Number of holdings28
  • Active Share93.72%
  • Historic yield2.70%

Fund size and number of holdings data is as at previous month end. Historic yield and performance data is as at previous working day.

Historic Yield: Reflects distributions declared over the past 12 months as a percentage of the mid-market unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions.

Active Share: The fraction of a portfolio invested differently to its benchmark. A 100% active share is a portfolio with no holdings in the benchmark, a 0% active share is a portfolio identical to the benchmark.

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