Holly Mckay
Holly MackayFounder and CEO
Avatar

Subscribe Now

Free of Charge

Avatar
    • Home • Funds • Liontrust Special Situations

    Liontrust Special Situations

    Fund type

    TickYesIconEquity

    TickYesIconActive

    RiskDangerCircleIcon

    ChilliIconChilliIconChilliIconChilliIconEmptyMildChilliIcon

    RatingDangerCircleIcon

    CrownIconCrownIconEmptyCrownIconEmptyCrownIconEmptyCrownIcon

    Return 1yrDangerCircleIcon

    -7.52%

    Return 5yrDangerCircleIcon

    35.01%

    CostDangerCircleIcon

    0.81%

    Value RatingDangerCircleIcon

    HeartIcon85%

    Fund summary

    No fund summary has been provided by the fund manager. More information can be found in the factsheet below.

    Find out more

    Download the factsheet for more details

    FACTSHEET

    What people say

    StarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIconEmptyStarIcon

    11 October 2021

    A very steady and solid fund

    Inge

    StarIconStarIconStarIconStarIconStarIconStarIconStarIconStarIconEmptyStarIconEmptyStarIcon

    08 October 2021

    Part of my SIPP. Capital performance and reasonable distributions. Bought November 2015 and value increased by about 36% since.

    Read More >

    Martyn

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.