Multi-asset portfolios | What we offer | Liontrust Asset Management PLC
Multi-asset portfolios

Multi-Asset portfolios

Multi-Asset portfolios

Our Multi-Asset model portfolio service aims to deliver the outcome you expect and to maximise returns for your risk profile. 

  • Our 26 target risk and actively managed portfolios are designed to suit different attitudes to risk, investment objectives and time horizons
  • You can switch between growth, income and dynamic beta portfolios as your risk profile and objectives change
  • You can stay in the service through the accumulation and decumulation phases of your life
  • The portfolios provide diversification across a range of different funds, fund managers, geographical regions and asset classes
  • They are managed by John Husselbee and Paul Kim, who have 62 years of combined investment experience
  • The managers have a long track record of meeting client expectations through the management of target risk portfolios
  • The fund managers’ investment philosophy is to strive to “win over the long term by not losing” to try to deliver relatively smoother returns than individual single strategy funds over the long term
  • We aim to keep costs to a minimum to ensure that fees and charges are competitive

Types of portfolios

Our Multi-Asset service is suitable for different types of investors because it offers a broad range of target risk portfolios, providing access to growth, income and dynamic beta.

  • Growth portfolios are designed to deliver long-term capital growth
  • Income portfolios are designed to deliver an attractive and rising level of income in addition to some long-term capital growth
  • Dynamic Beta portfolios are designed to deliver long-term capital growth at a competitive price, mainly through the use of lower-cost passive strategies

Our Multi-Asset model portfolios are available exclusively through financial advisers. If you are a financial adviser, find out more about our Multi-Asset services.

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