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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Victoria Stevens

Victoria Stevens

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About Victoria Stevens

Victoria Stevens, CFA, joined Liontrust in June 2015 as a partner and fund manager. She previously worked at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Responsible for advising listed corporate clients on strategic issues and their communication with investors, as well as analysing investment opportunities and broking them to buy side clients, Victoria developed a strong relationship with Anthony Cross and Julian Fosh. She joined the Economic Advantage team to further develop its expertise in the small cap investment arena. Victoria also previously worked as a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at the University of Oxford.

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Citywire Rating: AAA rated

2018

  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018
  • ORated AAA in Oct 2018
  • NRated AAA in Nov 2018
  • DRated AAA in Dec 2018

2019

  • JRated AAA in Jan 2019
  • FRated AAA in Feb 2019
  • MRated AAA in Mar 2019
  • ARated AAA in Apr 2019
  • MRated AAA in May 2019
  • JRated AAA in Jun 2019

Performance

Equity - UK Smaller Companies
over : 31/05/2018 - 31/05/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.4%
2018 -1.7% 1.8% 8.7% 4.4% -14.9%
2017 24.5% 7.8% 6.6% 2.9% 5.4%
2016 11.6% -3.1% -3.2% 14.2% 4.1%
2015 4.3% 7.9%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.