About the MA Dynamic Passive Funds
The Liontrust Multi-Asset Dynamic Passive range comprises seven funds 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 the underlying holdings are passive securities and vehicles, we actively manage the Liontrust MA Dynamic Passive range.
This includes through the ability to select different passive investments from across the market and change them when appropriate, as well as alter the tactical asset allocation on a quarterly basis to reflect our changing views on the relative value of asset classes and the economic and investment markets’ environment.
This flexibility results in amended weightings of and changes in the selection of passive investments within the portfolios including asset classes and geographical weightings.
Therefore, the Liontrust MA Dynamic Passive range differs from other passive offerings by being actively managed while providing broad diversification. Each of the Multi-Asset funds within the range provide diversification across a range of different underlying providers, geographical regions and asset classes.
The higher the risk of the fund within the range, the greater the potential for volatility, positive returns on the upside and losses in down markets.
Clients can stay invested in the service through the accumulation and decumulation phases of their lives as their risk profile changes.
Reasons to invest
- Experience: One of the most experienced and highly regarded multi-asset multi-manager investment teams in the UK market, headed by John Husselbee
- Diversification: Each portfolio provides diversification across a range of different funds, fund managers, geographical regions and asset classes
- Long-term flexibility: Investors can switch between the range of funds as their risk profile and objectives change during the accumulation and decumulation phases of their lives
- Rigorous process: The investment process is designed to deliver the outcome expected by investors and aims to generate maximum returns for each target risk fund within the pre-determined volatility ranges
- Added value: We seek to add value through each of strategic and quarterly asset allocation, fund selection and portfolio construction
- Costs: We aim to keep costs to a minimum and are often able to invest in underlying funds on better terms than those commonly available
Our Investment Process
Performance of the Liontrust Dynamic Passive fund range
Source: FE Analytics, as at 30.09.24. Since inception data runs 08.03.11 to 30.09.24. Primary share class, total return figures are calculated on a single pricing basis with net income (dividends) reinvested. Performance figures are shown in sterling. Transaction costs are included for the period shown but may differ in the future as these costs cannot be determined with precision in advance.
Past performance does not predict future returns. You may get back less than you originally invested.
Fund insights
"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."
Meet the team
Headed by John Husselbee since joining Liontrust in 2013, the team comprises of four investment managers and two fund analysts, and has combined experience of more than 80 years. Deputy Head James Klempster joined from Momentum Global Investment Management while Mayank Markanday was previously at Architas. Anthony Chemla joined from atomos (previously Sanlam Investments), David Salisbury joined from 4 Shires Asset Management and Victor Alabrune joined Liontrust after completing an internship in the Portfolio & Data Insights team.