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Liontrust Multi-Asset

MA Diversified Real Assets Fund

John Husselbee

The Fund

The Fund, which was launched in 2014, seeks to achieve growth from a combination of income and capital growth. At least 50% of the underlying funds invest in a range of real asset classes, which includes infrastructure, commodities, inflation linked assets and specialist property (such as transport facilities, telecommunication networks and water supplies).

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The Multi-Asset team

John Husselbee

This is one of the most experienced and highly regarded multi-asset multi-manager teams in the UK market. Led by John Husselbee and comprising six investment managers, the team has more than 100 years of investment management experience between them. They manage target risk funds and portfolios, specialist funds and income generating funds.

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The Multi-Asset Process

The process is designed to target the outcome expected by investors in terms of the level of risk, as measured by volatility, of each model portfolio and to maximise the return for each portfolio while still targeting the investors’ level of risk. These two objectives are pursued through a quantitative and qualitative approach with five key stages to the process: the strategic asset allocation, followed by the tactical asset allocation, fund selection, portfolio construction, and monitoring and review.

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Keeping it real: the case for Real Assets

Mayank Markanday

With Real Assets offering diversification, potential inflation protection and attractive... Read more

Latest market reviews

The Multi-Asset team

Read the latest Multi-Asset market reviews.
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Discrete performance

30-06-2020 -
30-06-2019 -
30-06-2018 -
30-06-2017 -
30-06-2016 -
Liontrust MA Diversified Real Assets 8.05% -1.57% 3.85% -0.34% 6.74%
IA Specialist 18.89% -2.56% 7.06% 3.83% 14.99%
Liontrust MA Diversified Real Assets
IA Specialist
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust MA Diversified Real Assets 9.04% 10.96% 14.15% 19.39% N/A 35.15%
IA Specialist 6.73% 15.62% 26.80% 41.74% N/A 58.82%
To previous working day
Liontrust MA Diversified Real Assets
IA Specialist

Key Risks 

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.


The nature of the Fund's holdings, including collective investment schemes which have underlying exposure to property, mean they 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. The fund invests 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. 


Source: Financial Express. Total return, bid-to-bid. This page is showing performance data and information for an income producing share class.


Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.


Key fund information

  • Launch date8/5/2014
  • IA sectorIA Specialist
  • Fund size£302,259,527.96
  • Number of holdings37

Fund size, number of holdings and active share data is as at previous month end. Historic yield and performance data is as at previous working day.

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