Liontrust SF Managed Funds Sales Aid - Flipbook - Page 16
Who to contact for more information
Client Services: +44 (0)20 7412 1777
clientservices@liontrust.co.uk
liontrust.co.uk
Liontrust
@LiontrustViews
@LiontrustHeroes
/LiontrustHeroes
Platform availability
Class 2 and Class 6 shares of the SF Cautious Managed, SF Defensive
Managed, SF Managed, SF Managed Growth and SF Global Growth
Funds are available on the following platforms.
7IM
Aegon Arc 2
Aegon Retirement Choices
Aegon Institutional
AJ Bell
Allfunds
Ascentric
Aviva (Wrap)
Canada Life
Embark
Fidelity/Funds Network
FNZ
Fusion
Hargreaves Lansdown
James Hay
Novia UK
Novia Global
Nucleus
Old Mutual Wealth
Quilter International
Praemium
Pershing/Nexus
Standard Life (Elevate)
Standard Life Hub
Standard Life (Wrap)
Transact
Key risks
Please remember that past performance is not a guide to future performance and the value of an investment and any income generated from them can
fall as well as rise and is not guaranteed, therefore you may not get back the amount originally invested and potentially risk total loss of capital. The issue
of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the
short term. Investments should always be considered as long term.
Some of the Funds managed by the Sustainable Future Equities team involve foreign currencies and may be subject to fluctuations in value due to movements
in exchange rates. Investment in Funds managed by the Sustainable Future Fixed Income team involves foreign currencies and may be subject to fluctuations in
value due to movements in exchange rates. The value of fixed income securities will fall if the issuer is unable to repay its debt or has its credit rating reduced.
Generally, the higher the perceived credit risk of the issuer, the higher the rate of interest. The Monthly Income Bond Fund has a Distribution Yield which is
higher than the Underlying Yield because the fund distributes coupon income and the fund’s expenses are charged to capital. This has the effect of increasing
dividends while constraining the fund’s capital appreciation. The Distribution Yield and the Underlying Yield is the same for the SF Corporate Bond Fund.
Disclaimer
Issued by Liontrust Fund Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority
(FRN 518165) to undertake regulated investment business. This document should not be construed as advice for investment in any product or security
mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product.
Whilst care has been taken in compiling the content of this document, no representation or warranty, express or implied, is made by Liontrust as to
its accuracy or completeness, including for external sources (which may have been used) which have not been verified. It should not be copied, faxed,
reproduced, divulged or distributed, in whole or in part, without the express written consent of Liontrust. Always research your own investments
and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 2021.07 [19/808]
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or paper from a sustainable source in accordance
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help keep our environmental impact to a minimum.