Liontrust Funds Win Morningstar Awards

Two Liontrust funds run by co-managers Anthony Cross and Julian Fosh have received top honours as part of the Morningstar UK Fund Awards 2013

Morningstar.co.uk Editors 18 March, 2013 | 2:23PM
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Morningstar has just announced the winning funds for its Morningstar UK Fund Awards 2013. Liontrust has nabbed two top prizes in the following categories: UK Flex-Cap Equity funds and UK Small-Cap Equity funds.

These awards recognise specific funds that have added the most value for investors within their fund category in 2012.

The awards methodology emphasises performance in 2012, but funds must also have delivered strong three- and five-year returns in order to obtain an award. Furthermore, they must have been at least in the top half of their respective peer groups in at least three of the past five calendar years. Funds are also judged not only on past performance but also on risk measures and volatility. Therefore, funds are penalised if their returns had extreme downside variation.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford Strategic Bond A Inc87.82 GBP-0.09Rating
Liontrust Special Situations R Inc514.07 GBP0.05Rating
Liontrust UK Smaller Companies R Inc2,410.63 GBP0.09Rating

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