Liontrust UK Smaller Companies I Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Liontrust Fund Partners LLP |
| Phone | +352 464010600 |
| Website | www.liontrust.co.uk |
| Address | Liontrust Fund Partners LLP 2 Savoy Court London WC2R 0EZ London NULL United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 02/02/2015 |
Managers
| Fund manager | Matthew Tonge |
| Manager start date | 01/09/2015 |
| Biography | Matthew Tonge joined the Liontrust trading desk in 2003 from Barclays Capital Asset Management, becoming a partner in 2011. Responsible for execution across all the firm’s assets, in 2014 he was voted Mid-Tier trader of the year by The Trade magazine for his work in mid and small cap stocks, the inaugural year of the award. Having worked closely with Anthony and Julian for many years, in September 2015 he joined the Economic Advantage team to help research and analyse companies across the small cap universe. Matt graduated from the University of Birmingham in 2000, with First Class Batchelor degrees in Manufacturing Engineering (BENG) & Commerce (BCOM), winning the Gilbert Walker Prize in Engineering and Economics as top student in his year. |
| Fund manager | Victoria Stevens |
| Manager start date | 01/06/2015 |
| Biography | Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University. |
| Fund manager | Alex Wedge |
| Manager start date | 31/12/2020 |
| Biography | Alex Wedge joined the existing Economic Advantage team of Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in March 2020 from Singer Capital Markets, one of the largest dedicated small cap brokers in London. Alex has spent over seven years at Singer Capital Markets, latterly as a senior member of the equity sales team. His role has included developing and communicating investment ideas to buy side clients, as well as advising corporate clients on shaping their investment case and raising equity capital. At Liontrust, Alex is assisting the team with stock selection and the day-to-day management of the Economic Advantage funds, focusing particularly on small and micro caps. |
| Fund manager | Julian E C Fosh |
| Manager start date | 02/06/2008 |
| Biography | Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence. |
| Fund manager | Anthony Cross |
| Manager start date | 08/01/1998 |
| Biography | Anthony Cross joined Liontrust in 1997 and launched the Liontrust UK Smaller Companies Fund in 1998. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics. |
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