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Liontrust Balanced Fund A Acc GBP

Name of CompanyLiontrust Investment Management Limited
Phone+44 126 844 3920
Address2 Savoy Court
 London   WC2R 0EZ
 United Kingdom
Other Share Classes
Liontrust Balanced Fund A Inc GBP
Liontrust Balanced Fund C Acc GBP
Liontrust Balanced Fund C Inc GBP
Liontrust Balanced Fund D Acc GBP
DomicileUnited Kingdom
Legal StructureUnit Trust
Inception Date31/12/1998
Fund Advisor(s)
Liontrust Investment Management Limited
Fund ManagerRobin Geffen
Manager Start Date31/12/1998
Career Start Year1998
1979, University of Oxford
Robin founded Neptune Investment Management in May 2002 and is the architect of Neptune’s real world investment approach. Robin previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. He graduated from Oxford University in 1979.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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