Assessment of Value | Liontrust Asset Management PLC

Assessment of Value

“The long term is key, with the benefit of this approach seen in the performance across Liontrust’s fund ranges over extended time periods. Rigorous investment processes have never been more important given the need to navigate the current political, economic and market environments.” John Ions, Chief Executive of Liontrust

This Assessment of Value Report evaluates whether the UK-domiciled Liontrust funds are delivering value to investors. Liontrust has considered each of the funds against the seven assessment criteria defined by our regulator, the FCA – covering performance, costs and charges – which provide an overall assessment of value for each fund.