Liontrust's Geffen slides out of Sanlam Income Study's White List

Liontrust Income falls 19 places into grey list

David Brenchley
clock • 2 min read

Robin Geffen’s Liontrust Income fund tumbled down Sanlam's half-yearly Income Study to fall off the White List as Aviva Investors UK Listed Equity Income replaced it at the top.

Geffen's then-Neptune Income fund surged to lead the White List for the first half of 2019, having jumped 25 places, but saw its fortunes reverse through the course of the second half of 2019. It subsequently fell to 19th place, meaning it now sits near the top of the Grey List. Replacing it in first place is Chris Murphy and James Balfour's offering. Despite not ranking number one under any of the metrics Sanlam uses to create the list, it is securely placed in the first and second quartile across the study's volatility, income and performance criteria, resulting in its first-place posi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Stock pickers call for caution over rapid return to US equities

Stock pickers call for caution over rapid return to US equities

Quilter's WealthSelect boosts fixed income and reduces equity exposure

Linus Uhlig
clock 01 July 2025 • 1 min read

Watch Professional Adviser's Working Lunch on the Baillie Gifford Managed Fund- The benefits of diversification in an uncertain world

Catch up on the discussion

Professional Adviser
clock 30 June 2025 • 1 min read
Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read