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, you can find out more about our Multi-Asset services below.

Benefits of investing

Saving and investing have never been more important, particularly in ensuring we have a level of income in retirement that we are happy with. You may also have other financial objectives for instance buying a house, booking a dream holiday or helping your children through university. We appreciate that initially the investment industry and financial markets can appear complex, full of jargon and even be intimidating, therefore we've provided some practical guidance on navigating the world of investment.

How investing can help you

How investing can help you

Investing in financial markets offers the prospect of capital gains and income and can potentially protect the real value of your money.

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Benefits of using funds

Benefits of using funds

If you don't have the time, knowledge or inclination to manage your own portfolio, you can hand your money to a professional fund manager.

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Understanding your risk profile

Understanding your risk profile

You should answer a number of key questions before you make an investment.

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Diversification, diversification, diversification

Diversification

Learn about the importance of diversification when investing for your future.

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