Anthony Cross


Anthony Cross

Academic Background

  • Degree in Poliics, Exeter University.

Professional Background

  • Joined Liontrust in 1997. Schroder Investment Management.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.

Showcase Investment Fund

Liontrust UK Smaller Companies


Investment Strategy

Value investing using fundamental analysis




Showcase Investment Fund



£ 1,814,200,000



Class I Acc


Ongoing Charges


10 Main Holdings

Holdings % of Fund
dotDigital 3.00%
Yougov 2.90%
Mortgage Advice Bureau 2.70%
Clipper Logistics 2.50%
RWS Holdings 2.40%
Next Fifteen Communications 2.30%
Impax Asset Management Group 2.20%
Learning Technologies Group 2.10%
Robert Walters 2.10%
JTC 2.00%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

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.


Start Date

02 January 1998


Total Years


Total Returns

Total Annualised
Since Inception 1749.71% 13.22%
10 Year Return 389.91% 17.22%
5 Year Return 130.27% 18.15%

Benchmark(s) Returns

Total Annualised
Since Inception 418.23% 7.25%
10 Year Return 206.94% 11.87%
5 Year Return 80.80% 12.57%

Relative Returns

Total Annualised
Since Inception 1331.48% 5.97%
10 Year Return 182.97% 5.35%
5 Year Return 49.47% 5.58%


FTSE UK Small ex Investment Trusts

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Liontrust UK Smaller Companies UK Small Caps £ 1,814,200,000 -
Liontrust Special Situations UK £ 5,581,417,100 -
Liontrust UK Growth UK £ 478,954,400 -
Liontrust UK Micro Cap UK Micro Caps £ 95,577,000 -