Liontrust eyes changes amid value concerns for fifth of fund range

Does not include multi-asset funds

James Baxter-Derrington
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Mark Martin, former fund manager at Liontrust
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Mark Martin, former fund manager at Liontrust

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,...

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