Acquisition of the Architas UK Investment Business

Welcome to Liontrust. We are delighted to inform you that Liontrust completed the acquisition of the Architas UK Investment Business on 30 October 2020.

We believe the acquisition will be a great benefit for everyone concerned, including most importantly investors in the Architas risk-profiled, income generating and specialised funds.

The acquisition has created a significant multi-asset multi-manager proposition by product range and assets under management and advice. The enlarged proposition has a broad range of Liontrust target risk portfolios in addition to the funds managed by Architas UK.

This has created one of the most experienced and highly respected multi-asset multi-manager investment teams in the UK market.

The acquisition by Liontrust of the Architas UK Investment Business on 30 October 2020 has created one of the most experienced and highly regarded multi-asset multi-manager teams in the UK market. The Architas UK Fund Management team consisting of Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton and Shayan Ratnasingam joined Liontrust on 30 October and merged with the Liontrust Multi-Asset investment team. John Husselbee has been Head of the Multi-Asset team since 2013 and Sheldon MacDonald has become Deputy Head. Paul Kim, who has managed discretionary portfolios and multi-manager funds for more than 30 years and who also joined Liontrust in 2013, completes the team.

The Liontrust Multi-Asset Portfolio Services offer a broad range of target risk and actively managed model portfolios to meet most clients’ risk and return objectives. The portfolios are managed by the Multi-Asset team and are suitable for all types of investors, from basic to experienced. The appropriate portfolio will depend on a client’s risk profile, objective and time horizon

The portfolios are designed to meet most clients’ risk and return objectives and to help investors to reach their financial goals. There are two ways in which you and your clients can access our Growth, Income and Dynamic Beta portfolios: the Liontrust Wealth Solutions Service and the Liontrust Managed Portfolio Service.

The multiple ranges of funds that have moved to Liontrust as part of the acquisition of the Architas UK Investment Business have been renamed to align with the Liontrust branding. We have listed all the changes to the fund names below.

There will be no change to the risk/reward objectives of the funds or the target risk investment methodology for the risk profiled funds. There will also be no change to the unfettered investment philosophy across the funds.

To continue to access our online investment tools which you may have been using with your clients, please visit tools.liontrust.co.uk.

All members of the Architas UK sales team will be moving to Liontrust to continue to support advisers and their clients. All mobile numbers will remain the same and emails will all follow the firstname.secondname@liontrust.co.uk format.

If you have any questions or need further assistance and you are a professional investor or Adviser, please contact your relationship manager or the Liontrust Multi-Asset Broker Desk on 020 3908 8800 / multiasset.brokerdesk@liontrust.co.uk.

If you are a private investor, the Liontrust customer support team is on hand to answer your questions. Call 0800 953 0197 Monday to Friday 9.00am–5.30pm; calls may be recorded. Calls are free from landlines and mobiles within the UK.

You can find dedicated pages about the enlarged Liontrust Multi-Asset team, the portfolios and funds they manage, including factsheets, performance and KIIDs, on this website through the following links:

• The Multi-Asset team
• Multi-Asset portfolios and funds
• Fund literature
• About Liontrust

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.

Some of the Funds managed by the Multi-Asset Team have exposure to foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The majority of the Funds invest in Fixed Income securities indirectly through other collective investment schemes. The value of fixed income securities will fall if the issuer is unable to repay its debt or has its credit rating reduced. Generally, the higher the perceived credit risk of the issuer, the higher the rate of interest. Bond markets may be subject to reduced liquidity. Some Funds may have exposure to property via collective investment schemes. Property funds may be more difficult to value objectively so may be incorrectly priced, and may at times be harder to sell. This could lead to reduced liquidity in the Fund. Some also invest in non-mainstream (alternative) assets indirectly through other collective investment schemes. During periods of stressed market conditions non-mainstream (alternative) assets may be difficult to sell at a fair price, which may cause prices to fluctuate more sharply.   

The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.