Liontrust Investment Partners LLP
Website: www.liontrust.co.uk
Introduction
Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. What makes Liontrust distinct? We are an independent business with no corporate parent, our head office is on the Strand in London and we have offices in Edinburgh and Luxembourg. We believe in the benefits of active fund management over the long term and all our fund managers are truly active.We focus only on those areas of investment in which we have particular expertise. We have seven fund management teams: five that invest in UK, European, Asian and Global equities, one team that manages Multi-Asset portfolios and a Sustainable Investment team. Our fund managers are independent thinkers and have the courage of their convictions in making investment decisions.Each fund management team applies distinct and rigorous investment processes to the management of funds and portfolios that ensure the way we manage money is predictable and repeatable.
Models
Why Liontrust’s multi-asset portfolios? We offer a broad range of target risk portfolios that are actively managed by John Husselbee and Paul Kim. The range is designed to enable clients to choose those that are managed with an appropriate level of investment risk and which will help them to reach their investment goals through changing economic cycles and environments. The Service and investment process are designed to achieve two main objectives:
- To achieve maximum returns for each model portfolio within the pre-determined volatility range
- To deliver the outcome expected by investors dependent on their appetite for risk.
| Growth | Income | Dynamic Beta |
|---|---|---|
| Liontrust MPS Growth 1 | Liontrust MPS Income 1 | Liontrust MPS Dynamic Beta 1 |
| Liontrust MPS Growth 2 | Liontrust MPS Income 2 | Liontrust MPS Dynamic Beta 2 |
| Liontrust MPS Growth 3 | Liontrust MPS Income 3 | Liontrust MPS Dynamic Beta 3 |
| Liontrust MPS Growth 4 | Liontrust MPS Income 4 | Liontrust MPS Dynamic Beta 4 |
| Liontrust MPS Growth 5 | Liontrust MPS Income 5 | Liontrust MPS Dynamic Beta 5 |
| Liontrust MPS Growth 6 | Liontrust MPS Income 6 | Liontrust MPS Dynamic Beta 6 |
| Liontrust MPS Growth 7 | - | Liontrust MPS Dynamic Beta 7 |
| Liontrust MPS Growth 8 | - | Liontrust MPS Dynamic Beta 8 |
Rebalance schedule
Quarterly
Charges
0.30% + VAT
Consumer Duty
Fair Value and Target Market information can be found here
Contact details
Mark Keogh:
mark.keogh@liontrust.co.uk
0207 412 1777
Legal disclaimer
This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.
Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.
Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.