Liontrust

Liontrust UK Ethical Fund

Jun 2026 → Jun 2026

Our archive holds 1 letter from this strategy and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Liontrust for every strategy.

Performance

as of Jun 30, 2026 · net of fees · 2 Acc

  • 1Y
    +1.8%
    index +12.7%

Index: MSCI United Kingdom

Disclaimer

These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.

Read full disclosures →

What it bought and sold

  • New positionCordiantJun 2026
    We added Cordiant, a UK-listed investment company that owns mobile and broadcast infrastructure and data centres across Europe, under our Connecting people theme.
  • ExitedBerkeley GroupJun 2026
    We sold UK housebuilder Berkeley Group during the period.

Also held

Every letter