PRI 2020 Assessment Report Liontrust is delighted to achieve a A+ Rating from PRI for Governance & Strategy and an overall A rating for our direct and active ownership modules for the second year in a row. Read more
Europe and the Hamiltonian Moment Europe’s recent stimulus had echoes of Alexander Hamilton’s reforms in the 18th century. European Income Fund Manager Olly Russ explains what the reaction has been to the package and the likely impact for the European economy. Read more
Liontrust Sustainability Report 2020 Liontrust’s first-ever Sustainability Report provides detailed information about how the business is managed to ensure we have a positive impact on clients, stakeholders and society. This includes being a responsible investor, doing our part on climate change, developing a diverse and talented staff, and being a good corporate citizen. Find out more
Why low-cost gyms remain fit for our funds post Covid-19 Despite concerns about how quickly people will return to the UK’s freshly reopened gyms, Martyn Jones believes a few low-cost disruptors, with their cheaper fees and flexible membership, will increasingly dominate the market. Read more
Buying Bunzl – how its market position could strengthen during the crisis Julian Fosh profiles the latest stock to be added to UK Growth Fund and explains how its barriers to competition could allow it to enhance its market position during the Covid-19 crisis. Read more
Annual Report & Financial Statements 2020 It has been another successful year for Liontrust. Our record sales are testament to the excellence of our investment teams and processes, the loyalty of our clients, the power of our brand and the strength of our sales and marketing capability. Read the report
Why innovation for income investing? Storm Uru explains what the far-reaching consequences of Covid-19 will be for income investors and why companies need a culture of innovation. Read more
Liontrust Full Year Results "This is my 11th set of Annual Results, marking 10 years as Chief Executive of Liontrust. It has and continues to be a business that I am incredibly proud of. We have grown Liontrust from around £1 billion of AuMA to £25 billion when the deal for the Architas UK investment business completes later this year.” John Ions, Chief Executive Download
Liontrust Trading Update Liontrust has generated a record quarter of positive net inflows of £971 million in the three months to the end of June. "The loyalty of clients has been engendered by our long-term fund performance, the clear articulation of robust investment processes and first-class service. The crisis has reiterated the importance of these at a time when clients have been seeking reassurance and confidence from those in whom they entrust their savings.” John Ions, Chief Executive Download
Be prepared to take the right kind of bond risk With interest rates expected to stay lower for longer than necessary and inflation heating up, Phil Milburn warns that bond investors must take risk in the right places if they are to avoid getting burned. Read more
Liontrust agrees to acquire the Architas UK investment business The Architas UK investment business is an important strategic acquisition for us to meet the growing demand for investment solutions from advisers and their clients over the next few years. Read more
10 trades for the New Year (revisited after six turbulent months) Back in January, David Roberts identified 10 high-quality sovereign trades. Nearly six months later and with the world living with Covid-19, David assesses how successful these trades have been and what they now say about the outlook for bond markets. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More