Liontrust's Multi-Asset funds | Multi-asset funds and portfolios | What we offer | Liontrust Asset Management PLC

Multi-Asset Funds

Liontrust offers a broad range of risk-profiled, income generating and specialist funds.

Liontrust Risk Profiled Funds

We manage these funds in a way that aims to control the amount of risk investors are exposed to. Each fund is given a risk target or profile which acts as a guide to how much risk you may be exposed to by investing in that fund. The funds in the lower‑risk profile are designed to be less risky than those in the higher-risk profile.
Liontrust Multi-Asset Active Funds

The Liontrust MA Active Funds are a range of six risk profiled fund of funds targeted at those clients who are looking for an actively managed product that uses the skills and judgment of the underlying managers.

Liontrust Multi-Asset Blended Funds

The Liontrust MA Blended Funds are a range of five risk profiled fund of funds aimed at those clients who are seeking an investment solution that offers a blend of active and passive management to provide the potential for outperformance at a reasonable cost.

Liontrust Multi-Asset Passive Funds

The Liontrust MA Passive Funds are a range of six risk profiled fund of funds targeted at investors willing to accept that their investments will track the performance of the underlying funds’ benchmarks but will not outperform them. The Liontrust MA Passive range is designed to harness the advantages of investing in tracker funds with the investment scope enjoyed by multi-asset managers.

Liontrust Income Generating Funds

These funds are for those investors who want an income from their investments. We invest in a range of income paying funds which are spread across different asset classes in world markets. The aim is to deliver an attractive level of income alongside the possibility of increasing your initial investment (capital growth).

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Liontrust Specialist Funds

Our specialist funds have been created to provide the opportunity to access funds which invest in a specific asset class or geographical region or which have a specific investment aim.

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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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Discover our risk profiling and fund tools

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.

Some of the Funds managed by the Multi-Asset Team have exposure to foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The majority of the Funds invest 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. Some Funds may have exposure to property via collective investment schemes. 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. Some also invest in non-mainstream (alternative) assets indirectly through other collective investment schemes. During periods of stressed market conditions non-mainstream (alternative) assets may be difficult to sell at a fair price, which may cause prices to fluctuate more sharply.

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.

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