Founded in 1994, Liontrust is an independent
investment management company, part owned
by its management team, specialising in managing
funds with clearly articulated investment processes.
We aim to differentiate ourselves from our
competitors by creating well researched and
clearly documented investment processes, which
are applied in disciplined ways to the management
of our portfolios.
Our fund managers have all researched and documented their investment processes to explain to you how we manage your money in our funds.
| Investment Process |
Fund Manager |
Portfolio |
Fund |
| The Liontrust Economic Advantage |
Anthony Cross
& Julian Fosh |
Long-only
equity portfolios |
First Growth Fund
UK All Companies Fund |
Intellectual Capital Trust
UK Smaller Cos Fund |
First Opportunities Fund
Concentrated UK All Companies Fund |
|
|
| The Cashflow Solution |
Gary West &
James Inglis-Jones |
Equity income portfolios |
First Income Fund
UK Equity Income Fund |
Long-only
equity portfolios |
First Large Cap. Fund
UK All Companies Fund |
Continental Europe Fund
Europe ex-UK Fund |
Long-short
equity portfolios |
European Absolute Return Fund
Absolute return Fund |
|
| |


Liontrust provides portfolio management
services targeted primarily at professional
investors and advisers.
The Group currently manages unit trusts,
individual savings accounts, offshore funds, absolute return funds,
pooled pension funds
and segregated
institutional accounts.

We market our investment products to professional
investors, predominantly in the UK and Europe.
In addition a number of private clients, to whom
no
advice has been given, have chosen independently
to invest with us.

Liontrust Asset Management PLC, whose shares have been listed
on the London Stock Exchange since 1999, is the parent company
for all Liontrust’s operating subsidiaries.
Costs are controlled through intelligent deployment of staff
and efficient use of third party suppliers to minimise growth
in headcount.

To stick to our simple business model of applying our
investment processes to a range of
funds whilst
controlling costs.
To grow our funds under management.
To increase profits attributable to shareholders.
To preserve the Group’s corporate culture.
To communicate clearly our progress to shareholders.
Further information, news and views can be found in
, the Liontrust magazine.
Click here for the Group’s recent stock exchange announcements.
Company registration numbers:
Liontrust Investment Funds Limited - 3002704
Liontrust Investment Services
Limited - 3194204
Liontrust European Investment Services Limited - 3905044
Registered address:
2 Savoy Court,
London WC2R 0EZ
United Kingdom