Liontrust MA Passive Intermediate Fund | What we offer | Liontrust Asset Management PLC
Liontrust Multi-Asset

MA Passive Intermediate Fund

Sheldon MacDonald & Paul Kim

The Fund

The Fund, which was launched in 2008 and is in the IA Volatility Managed sector, seeks to achieve capital growth and income with a median level of volatility, having a risk profile of 4 in a range from 1 (lowest) to 7 (highest). The Fund allocates to UK and international equities – including emerging markets – and UK property. This is balanced by exposure to fixed income with the objective of achieving attractive gains with average volatility. The underlying funds will, where practicably possible, be passive. The Fund typically has a balanced exposure to higher risk assets and lower risk assets compared to other funds in the Liontrust MA Passive Funds range that have a higher or lower risk profile.

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The Multi-Asset team

Sheldon MacDonald & John Husselbee

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.

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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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FTSE envy: patient investing in action

John Husselbee

Behavioural finance suggests that avoiding losses is preferred to generating gains but this can be forgotten... Read more

Latest market reviews

The Multi-Asset team

Read the latest Multi-Asset market reviews.

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Performance*

Discrete performance

30-09-2019 -
30-09-2020
30-09-2018 -
30-09-2019
30-09-2017 -
30-09-2018
30-09-2016 -
30-09-2017
30-09-2015 -
30-09-2016
Liontrust MA Passive Intermediate -0.76% 7.46% 7.58% 6.01% 20.72%
IA Volatility Managed -0.58% 4.76% 4.19% 6.93% 15.38%
Liontrust MA Passive Intermediate
IA Volatility Managed
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust MA Passive Intermediate 7.98% 4.24% 16.09% 45.17% 88.93% 140.69%
IA Volatility Managed 9.90% 3.99% 11.17% 34.47% 77.06% 124.56%
To previous working day
Liontrust MA Passive Intermediate
IA Volatility Managed

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 fund invests 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.

The fund invests in collective investment schemes which have underlying exposure to property. 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.

The ACD does not use a benchmark to measure the Fund’s performance. However, the performance of the Fund can be assessed against other funds in the Investment Association’s Volatility Managed sector. Although this 'sector' contains funds that are flexible, they will not have exactly the same characteristics (objectives, investment policies and levels of risk, for example) and therefore do not provide an exact like-for-like basis for comparison.

 

Disclaimer

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.

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Key fund information

  • Launch date11/5/2008
  • IA sectorIA Volatility Managed
  • Fund size£777,062,000.00
  • Number of holdings18

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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