Liontrust Global Innovation Fund A Acc GBP

Strategie

The team seeks to generate strong returns by investing in innovative companies. They believe that innovation is the single most important driver of stock returns. The team sets their investible universe to only those companies that are listed, liquid (with a market capitalisation above $1billion at the time of purchase) and have the resources to innovate (based on metrics of financial strength). The team manages the Global Innovation 200 watchlist, an ever-evolving list of the most innovative companies around the world across all sectors and regions. Every company that makes it onto the list has four attributes: Innovation, Barrier, Management and Cash returns on capital. The team identifies the price they are willing to pay for a company using a 10-year DCF model. Their hurdle to invest is an anticipated 15% annual compound return. As part of valuation the team conducts a risk assessment, covering financial, disruptive innovation and ESG factors.

Ziel

The investment objective of Liontrust Global Alpha Fund is to generate long term capital growth. The Fund is considered to be actively managed in reference to the benchmark(s) in the performance table by virtue of the fact that it uses the benchmark(s) for performance comparison purposes. The benchmark(s) are 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 Fund invests at least 80% in shares of companies selected from across the world. The Fund may also invest up to 20% in other eligible asset classes as detailed within the prospectus.