Funds Centre

Performances as at: 15/08/2008

Liontrust First Growth

Fund overview

Key Features
NameLiontrust First Growth
GIF Sector Equity United Kingdom
Morningstar Rating 4 stars
Fund Rating Not rated
ISIN gb0007014557
Launch Date 08/03/1993
ISA Plan No
Savings Plan No
Fund Manager
NameLiontrust Investment Funds
CountryUnited Kingdom
Web Addresswww.liontrust.co.uk
Email
Key Figures
CurrencyUK Sterling (GBP)
Annual Management Charge2%
Minimum Initial Investment (GBP) 2500
Minimum Sub. Investment (GBP)1000
1 Week Performance -2.1%
3 Year Total Return 43.44%
3 Year Volatility 3.88%

All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.

Fund Classification
SectorEquity United Kingdom
Asset SectorEquity
Specialist Sector Equity
Geographical FocusUnited Kingdom
Fund Size Data
Fund Size (Last Updated :30/06/2008)556.42
Average in Sector (Equity United Kingdom)264.08
Largest in Sector3873.16
Smallest in Sector0.18
Total Sector Size99295.57
Number of Funds in Sector390

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.

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