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Liontrust Special Situations Fund I Inc (0P0000Q40R)

London

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4.86 +0.03 +0.65%

14/11 - Delayed Data. Currency in GBP

Morningstar Rating:
Total Assets: 2.33B

Type: Fund

Market: United Kingdom

ISIN: GB00B57H4F11

Asset Class: Equity

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0P0000Q40R Overview

On this page you'll find an in-depth profile of Liontrust Special Situations Fund I Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q40R 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). 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

Phone +352 464010600

Web www.liontrust.co.uk

Top Executives

Name	Title	Since	Until
Matthew Tonge	Partner	2023	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	2023	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	2005	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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Liontrust Special.	4.86	+0.03	+0.65%