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Multi-Asset team

Meet the team

Our investment process

The Liontrust Multi-Asset investment process is based on a number of core beliefs. These beliefs have been accumulated over the long combined careers of the Liontrust Muti-Asset team and have developed over many years. The Liontrust Multi-Asset team believes that:

  • Investment markets are inefficient
  • Some are less efficient than others
  • Sentiment can cause market prices to move away from their fundamental value over the short term
  • Over the long term, markets tend to revert towards levels justified by their fundamentals
  • Active management of asset allocation can add value through exploiting mispricing and their subsequent return to normal
  • We believe that equity markets remain the key driver of long term real returns
  • But we acknowledge that the volatility of the equity market is not suitable for all investors
  • Within equity markets, factors such as value, growth, quality and size have inherent tailwinds due to either behavioural or market structure inefficiencies
  • Each of these factors in isolation can be volatile but a combination of these factors should outperform the broader index over time
  • We believe that, with time horizon and budget allowing, active management will, on average, outperform passive exposures
  • Exceptions to this are deep, liquid and efficient markets such as government bonds and indices with low cross sectional volatility or high concentration
  • Asset allocation is the means by which we combine complementary asset classes together to create a risk and return profile that is appropriate for different investor cohorts
  • We believe that an appropriate time horizon is essential and as a result, a long term, disciplined, robust and repeatable process will give investors the best chance of long-term outperformance

Download the process document to read more.


Funds managed by the team

The two ranges of target risk funds (Blended and Dynamic Passive) that are designed to target the outcome expected by investors in terms of their level of risk, as measured by volatility, and maximise the return for each fund within the appropriate risk band while MA Explorer aims to maximise capital growth and/or income over the long term.

Funds managed by the team

MPS Portfolios managed by the team

WSS Portfolios managed by the team

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"A key objective in terms of performance is to strive to 'win over the long term by not losing.' We aim to achieve this by seeking to manage risk and limit losses in falling markets to enhance long-term returns in each risk target."

Awards and ratings

Investment Life & Pensions Moneyfacts Awards 2021 Moneyfacts Awards 2014-2021 Best Multi Manager Provider
PA AWARDS 21 Multi-Asset Group of the Year Professional Adviser Awards 2021 Multi-Asset Group of the Year
AJ Bell Best Multi-Manager Fund Provider 2021 Online Personal Wealth Awards 2021 Best Multi-Manager Fund Provider
Citywire fund manager rating Citywire Manager Rating: + John Husselbee & James Klempster