Liontrust eyes changes amid value concerns for fifth of fund range

Does not include multi-asset funds

James Baxter-Derrington
clock • 2 min read

One-fifth of funds offered by Liontrust require action to rectify concerns over their value to investors, according to the firm’s assessment of value (AoV) report, which highlighted performance issues in each of the named funds.

The report, which does not include the firm's multi-asset or Irish-domiciled funds, indicated that two funds are red-rated, requiring "significant action" to achieve value, while a further six are amber-rated, requiring "minor action" to bring them up to scratch. Both of the funds achieving the lowest rating are UK focused and have seen manager changes this year due to producing "negative capital return" and having "significantly underperformed both the benchmark and sector over the last five years". Liontrust completes Architas deal The red-rated Liontrust UK Mid Cap and Liontrust...

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

IFAs look to boost clients' private markets exposure

IFAs look to boost clients' private markets exposure

Expect increase in stock market volatility

Jen Frost
clock 02 July 2025 • 2 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read
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