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Liontrust Balanced Fund C Acc Gbp (0P0000X63S)

London

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2.530 +0.001 +0.02%

01:00:00 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 326.29M

Type: Fund

Market: United Kingdom

Issuer: Liontrust Fund Partners LLP

ISIN: GB00B85K7211

Asset Class: Equity

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0P0000X63S Overview

On this page you'll find an in-depth profile of Liontrust Balanced Fund C Acc Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P0000X63S among other information.

Investment Strategy

The investment objective of the Fund is to generate long term (5 years or more) capital growth with the potential for income. The Scheme invests, directly or indirectly, in a mix of asset classes across the world including equity, fixed income and alternatives. There is no predetermined exposure to any asset class or region. The Scheme may also invest in other eligible asset classes such as collective investment schemes (which may include Liontrust managed funds), other transferable securities, cash or near cash, deposits and money market instruments.

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
Mark Hawtin	Investment Director	2024	Now
Biography	Mark Hawtin is Head of the Global Equities team. Mark joined Liontrust in 2024 from GAM where he was an Investment Director running global long only and long/short funds investing in the disruptive growth & technology sectors. Before joining GAM in 2008 he was a partner and portfolio manager with Marshall Wace Asset Management for eight years, managing one of Europe’s largest technology, media and telecoms hedge funds. Mark Hawtin previously spent seven years at Enskilda Securities, initially as head of sales, before taking responsibility for the international equity business, overseeing pan-European research and trading activities and around a quarter of the investment banking staff.
Kevin Krucynski	-	2024	Now
Biography	Kevin Kruczynski is an Investment Manager in the Global Equities team. Kevin joined Liontrust in 2024 from GAM where he managed both Global and US Equity portfolios. He joined GAM Investments in 2016 from THS Partners, a global equity investment firm and a long-standing sub-advisor of GAM’s oldest global equity strategies. Prior to that, Kevin spent two years at Cazenove Capital and in 2001 he worked for Merrill Lynch Investment Managers, where he supported the charities team. Kevin holds a degree in Banking and International Finance from City University and is a CFA charterholder.
Tom Hosking	-	2023	2024
Biography	"Hong Yi Chen is Co-Fund Manager of the US Equity Fund. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst and Co-Fund Manager for 12 years, and is a member of the Liontrust Global Fundamental team. Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder."
Hong Yi Chen	-	2023	2024
Biography	Hong Yi Chen is Co-Fund Manager of the US Equity Fund. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst and Co-Fund Manager for 12 years, and is a member of the Liontrust Global Fundamental team. Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder.
Tom Record	Investment Manager	2023	2023
Biography	Tom record joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Tom joins us from Liontrust (Majedie Asset Management, before its acquisition in 2022), where he has managed the Liontrust Global Equities (c.100 stocks) and Liontrust Global Focus (c. 40 - 50 stocks) funds since 2014, and International Equity (ex-US) Fund since 2019, whilst also acting as Head of Global Equities to build out the Global Franchise. Before joining Majedie, Tom was a Portfolio Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of c. $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds, including one focused on China. Tom started at Baillie Gifford as an analyst in 2002, taking on his first PM role in 2005 in Emerging Markets, followed by an International portfolio (Global ex US) from January 2006. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.
Robin Geffen	-	1998	2023
Biography	Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979.

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Recent Quotes

Name	Price	Chg.	Chg. %
Liontrust Balance.	2.530	+0.001	+0.02%
Nordea Vakaa Tuot.	20.582	-0.025	-0.12%
SABESPREV CRÉDITO.	3.645	-0.003	-0.08%
Sabadell Economia.	10.347	+0.059	+0.57%
FUNDO DE INVESTIM.	346.423	+0.278	+0.08%