Julian Fosh

AAA
13 Years of experience

Professional background

Joined Liontrust in 2008. Fund Manager, Saracen Growth Fund. Head of the investment department, Scottish Friendly Assurance Society Limited. Scottish Amicable Investment Managers.

Educational background

Degree in Jurisprudence. Merton College, Oxford.

Performance

16.49%

Manager Annualised Return Since Inception

9.66%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

16.49%
9.66%
6.83%

10Y

17.22%
11.87%
5.35%

5Y

18.15%
12.57%
5.58%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Liontrust UK Smaller Companies
Value investing using fundamental analysis
Benchmark
FTSE UK Small ex Investment Trusts
Class
Class I Acc
ISIN
GB00B8HWPP49
AUM
£ 1,814,200,000
Ongoing Charges
1.36%