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Liontrust Special Situations Fund added to Wealth 150 list


The Liontrust Special Situations Fund, managed by Anthony Cross and Julian Fosh, has been added to Hargreaves Lansdown’s Wealth 150 list of funds.

The Wealth 150 list comprises what Hargreaves Lansdown believes are the best funds in each sector.

The Liontrust Special Situations fund is the second Liontrust fund on the Wealth 150 list, with the Liontrust European Absolute Return fund having been included in the summer of 2009.
The fund has just celebrated its fifth anniversary having been launched on 11 November 2005. From launch to 11 November 2010, the Liontrust Special Situations Fund delivered first quartile performance over one, three and six months and one, three and five years and was ranked fifth out of 244 funds in the UK All Companies sector over the five years. It delivered a total return of 78.6 per cent and was 52.7 per cent ahead of the average fund in the UK All Companies sector.
Cross (pictured) and Fosh use the Economic Advantage investment process to manage the fund. Economic Advantage is the collection of distinctive characteristics of a company that competitors struggle to reproduce, even if those competitors have understood the benefits arising from those characteristics. These characteristics provide a barrier to competition, thereby protecting profitability.
The fund will only invest in UK companies with at least one of our three most important intangible assets: intellectual property, distribution networks and high recurring income. Companies held by the fund represent the best ideas of Cross and Fosh from across the UK market so it has exposure to small, mid and large cap stocks.
Mickey Morrissey, head of third party distribution at Liontrust, says: “This is fantastic recognition of the excellent work that Anthony Cross and Julian Fosh are delivering for investors. The Hargreaves Lansdown Wealth 150 list is a highly coveted accolade since its research team utilises a rigorous selection process based on stringent research. The Liontrust Special Situations Fund’s inclusion is testament to the robust process, the experience of the fund managers and the excellent performance of the fund.”

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