Liontrust US Opportunities Fund A Acc GBP

Strategie

The Fund invests at least 80% in shares of US companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US. The Fund may also invest up to 20% in companies outside of the US, as well as in other eligible asset classes as detailed within the prospectus. The investment team's fundamental bottom-up approach seeks to invest in stocks that meet two key criteria: asymmetric share price return potential and a catalyst for crystallising this potential. The team's analysis is distilled into fundamental and valuation-based forecasts from which they produce two-year share price targets, according to optimistic, base case and pessimistic scenarios. Having built conviction that the stock meets the aforementioned investment criteria, the size of the investment is driven by both the attractiveness of the return profile and the conviction that the catalyst will materialise within the manager's two-year timeframe. The overall aim of the investment approach is to build a concentrated, high conviction portfolio with holdings spread across the market cap and style spectrum and with returns underpinned by material positive surprises as catalysts are crystallised.

Ziel

To generate long term (5 years or more) 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.