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Liontrust Investment Funds – First Opportunities Fund

Liontrust Investment Funds

First Opportunities Fund

Type: Unit trust

Aim: Growth by investing in mainly in medium-sized and smaller UK companies including those listed on Aim

Minimum investment: 2,500, 1,000 for Isas and Pep transfers

Isa link: Yes

Pep transfers: Yes

Investment split; 100% mainly in medium-sized and smaller UK companies including those listed on Aim

Charges: Initial 5%, annual 1.75%

Commission: Initial 3%, annual 0.5%

Tel: 020 7412 1766


Watchdogs to be combined

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DSP appoints new partner

Dalton Strategic Partnership has appointed Rupert Caldecott as a partner to promote its specialist funds and balanced investment programme.Caldecott joins from Cazenove Capital Management where he was a private clients director. Previously he worked at Schroders for 28 years.DSP managing partner Anrew Dalton says: “Rupert has extensive international experience and will be a valuable new […]

Ailo brochure explains bonds

The Association of International Life Offices is launching a brochure to help UK advisers better understand offshore investment bonds and why they might be suitable for their clients.


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