Fund Managers, Ken Wotton and Brendan Gulston, discuss how they leverage Livingbrige’s smaller company focus and private equity heritage to generate a high conviction portfolio in the LF Livingbridge UK Multi Cap Income Fund. Following a robust, fundamentals-based approach the team's aim is to deliver risk-adjusted returns that have a low correlation with other funds in the sector, providing built-in diversification.
Please read this important information before scrolling down to confirm that you have read the information contained using the tick box at the foot of this window, which will then allow you to access the website. LF Livingbridge UK Micro Cap Fund and LF Livingbridge UK Multi Cap Income Fund (the “Funds”) invest in companies both quoted on AIM and the main market of the London Stock Exchange. Prospective investors should refer to the detailed risk warnings in the relevant prospectus but key risks are set out below.
Livingbridge VC LLP is not acting for potential investors in connection with the potential investment in either the Micro Cap Income Fund or the Multi Cap Income Fund and will not be responsible to potential investors for providing them with protections afforded to clients of Livingbridge VC LLP or be advising them on their subscription. No representative of Livingbridge VC LLP has authority to represent otherwise. Prospective investors are strongly advised to take their own legal, investment and tax advice from independent and suitably qualified advisers (in the United Kingdom this would involve taking investment advice from a person authorised under the Financial Services and Markets Act 2000).
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Past performance and risk of loss of capital
The past performance of the funds is not a guide to their future performance. The value of the funds depends on the performance of the underlying assets. The value of the investment and dividend stream from the funds can rise and fall. Investors may get back less than originally invested. There can be no guarantee that investment objectives of any of the funds will be achieved.
Risks inherent in investing in small companies
Investment in smaller companies which are traded on AIM or PLUS Markets, by its nature, involves a higher degree of risk than investment in larger companies, including those traded on the main market. In particular, smaller companies often have limited product lines, markets or financial resources and may be dependent for their management on a smaller number of key individuals. In addition, the market for shares in smaller companies is often less liquid than that for shares in larger companies, bringing with it potential difficulties in acquiring, valuing and disposing of such shares.Investments held by the funds may be difficult to realise. The fact that a share is traded on AIM or PLUS-Markets does not guarantee its liquidity. The spread between the buying and selling price of such shares may be wide and thus the price used for valuation may not be achievable.
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