Where are you?
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Guernsey
  • Ireland
  • Italy
  • Jersey
  • Luxembourg
  • Malta
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Singapore
  • Sweden
  • Switzerland
  • United Kingdom
  • Rest of World
It looks like you’re in
Not your location?
And finally, please confirm the following details
I’m {role} in {country} and I agree to comply with the terms of the website.

Charities

Welcome to the Liontrust website for charities. There are a number of reasons why Liontrust is a good partner for charities:

EXPERTISE: We focus only on those areas of investment in which we have particular expertise.

PROCESS DRIVEN: Each fund management team applies rigorous and documented investment processes to managing funds and portfolios to ensure the way they manage money is predictable and repeatable and to prevent them from investing in stocks for the wrong reasons.

INVESTMENT FOCUSED
: Our fund managers can concentrate on managing their funds and portfolios without being distracted by other day-to-day aspects of running an asset management business.

CULTURE: How a fund manager or team performs is not just down to the talent of the individuals but also due to the culture and environment in which they work. Our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.

ACTIVE MANAGEMENT: Our fund managers have the courage of their convictions in making investment decisions, ensuring our funds and portfolios are truly actively managed for the long-term benefit of our clients and investors.


Liontrust Institutional

EXCELLENCE: We strive for excellence in our products, service and people so we can have a positive impact on clients and stakeholders. We pride ourselves on the quality of our fund management teams and the knowledge and ability of our staff across the business. We provide first-class service and are transparent about the management of our funds, portfolios and the business, communicating clearly and frequently.

BE A RESPONSIBLE COMPANY AND INVESTOR: Asset managers have a key role to play in providing capital to enable businesses to grow and in helping investors to achieve their financial objectives. We also have an important role to play in supporting businesses and innovative companies, working to allocate capital towards positive outcomes including delivering products and services that benefit the economy and society. Liontrust recognises that good governance and stewardship, sustainability and social impact are important considerations in choosing and monitoring investments and longer-term performance. We have committed to integrating sustainability appropriately throughout the business, which includes publishing our Responsible Investment policy.

SUSTAINABLE INVESTMENT: Liontrust has a 21-year track record of sustainable investing across equities, bonds and managed funds, with the first funds launched in February 2001. The 17-strong Sustainable Investment team comprises experienced investors and younger talent who have joined more recently with a total of more than 200 years of combined investment experience. Key members of the team were among the pioneers of sustainable investing, being founder members of the PRI (Principles for Responsible Investment) and leading on issues that are now central to mainstream investing such as not owning companies exposed to diesel engines, coal and oil (in 2001) and moving to exclude natural gas (from 2014).

LONG-TERM PERFORMANCE: Over five years to 31 March 2022, 85.7% of Liontrust’s UK-domiciled funds are in the 1st or 2nd quartile of their respective IA sectors (source: Financial Express, as at 31.03.2022, total return, net of fees, income reinvested. This excludes the Liontrust Multi-Asset Funds, most of which do not have sector benchmarks, and funds in the IA Specialist sector). Over three years, 82.8% of UK-domiciled funds are in the 1st or 2nd quartile of their respective IA sectors. Twelve funds have the 5-Crown rating from FE fundinfo (January 2022).

INDEPENDENT RECOGNITION: Liontrust has regularly been winning awards. In 2021, Liontrust has been named Group of the Year at Incisive Media’s Fund Manager of the Year Awards, Asset Manager of the Year at the Financial News Awards and the Fund Group of the Year at the Shares Awards.

Through this website, you can read about the processes and capabilities of our investment strategies for charities. You can also find the latest thinking and insights of our investment teams, including the Sustainable Investment team’s 1.5 Degree Transition Challenge and Annual Review, and the Liontrust team that works with charities.



Investment strategies for charities

We work in partnership with charities to have a positive impact. To achieve this, Liontrust focuses on those areas of investment in which we have particular expertise.

Liontrust’s fund management teams invest in Equities (globally and regionally), Global Fixed Income, Sustainable Investment and Multi-Asset portfolios and funds.

Each of these teams applies distinct and rigorous investment processes to the management of funds and portfolios that ensure the way we manage assets on behalf of charities is predictable and repeatable.

Meet the tea

Global Fundamental team

On 1 April 2022, Liontrust completed the acquisition of Majedie Asset Management. This was a key acquisition in continuing to broaden Liontrust’s investment capability and enhancing further our client service.

The investment managers, who have been rebranded as the Liontrust Global Fundamental team, are highly regarded with a long pedigree in managing UK and Global Equities for institutional clients.

The team will continue to manage their existing strategies and Investment Trust mandates:

  • Global Equity, Global Focus and International Equity funds 
  • UK Equity, UK Focus and UK Income funds 
  • US Equity Fund 
  • Global long/short funds (the Tortoise funds)
  • The Edinburgh Investment Trust plc and Majedie Investments plc

Meet the tea

Investment strategies

Economic Advantage

Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony’s co-managers on the Economic Advantage UK equity strategies are Julian Fosh (formerly Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Society and Saracen Fund Managers), Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk) and Alex Wedge (who joined from N+1 Singer).  

Find out more
Meet the tea

Sustainable Investment

The 17-strong team has been managing sustainable equity and fixed income strategies for more than 21 years. The team is headed by Peter Michaelis who has been managing the strategies since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. 

Find out more
Meet the tea

Global Fundamental

Headed by James de Uphaugh, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. Following the acquisition of Majedie Asset Management in 2022, the 14-strong team brought their funds and expertise to Liontrust. 

Find out more
Meet the tea

Multi-Asset

Headed by John Husselbee since joining Liontrust in 2013, the team comprises five investment managers and has combined experience of more than 100 years. Deputy Head James Klempster joined from Momentum Global Investment Management while Mayank Markanday and Jen Causton were previously at Architas. Paul Kim was at Investment Manager Selection (IMS Ltd) before joining Liontrust in 2013. 

Find out more
Meet the tea

Awards and Ratings

Fund Manager of the Year Awards 2021 Investment Week Fund Manager of the Year Awards 2021 Global Group of the Year
Financial News - Asset Manager of the Year 2021 Financial News Asset Management Awards 2021 Asset Manager of the Year
Shares Awards 2021 - Best Fund Group 2021 Shares Awards 2021 Best Fund Group