Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money.
The company launched in 1995 and was listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent, our head office is on the Strand in London and we have offices in Edinburgh and Luxembourg.
Power
Pride
Our people
Liontrust's assets are our people. We pride ourselves on the quality of our people’s knowledge and ability and therefore their positive impact on investors and stakeholders. Liontrust is investing in their training, qualifications and development as part of our strategy to retain talented fund managers, partners and employees.
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People, planet and society
We aim to treat investors, clients, members, employees, suppliers and other stakeholders fairly and with respect. We are committed to the principles of Consumer Duty and they are central to how we conduct business across all our function.
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Community engagement
There are three key objectives that we are aiming to achieve through the Liontrust community engagement programme. To raise financial awareness and literacy throughout society, provide opportunities for young people and wildlife conservation.
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Our approach to investment and the power of process
- We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes.
- There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a fund management company.
- Staying true to their documented investment processes helps to create an in-built risk control for our fund managers, especially in more challenging environments, by preventing them from investing in companies and funds for the wrong reasons.
- Documenting an investment process means you, as an investor in our funds and portfolios, know exactly how each team manages your money.
- The fund managers invest in funds they run, which shows a belief in and a commitment to their investment processes and fellow investors.
- Liontrust ensures that appropriate and prudent levels of risk are taken to meet the investment objectives and policies of all our funds.
- In general, risk within a fund is controlled and monitored in two ways: the investment process and predetermined risk controls.
Consumer Duty
The FCA introduced the Consumer Duty in July 2023 to improve levels of protection for retail customers. The Consumer Duty sets the standard of care that firms should give to customers in retail financial markets.
Our awards
Professional Pensions Investment Awards 2023
Sustainable Corporate Bond Manager of the Year
Professional Adviser Awards 2023
Best Responsible Fund
Investment Marketing Innovation Awards 2023
Best Website
Online Money Awards 2022
Best Investment Trust Group
Financial News Excellence in Institutional Fund Management Awards 2022
UK Manager of the Year
Investment Week Fund Manager of the Year Awards 2022
Global Group of the Year
Professional Paraplanner Awards 2022
Best ESG Investment Solution Provider
Professional Paraplanner Awards 2022
Best Active Investment Solution Provider
Past performance does not predict future returns. You may get back less than you originally invested. Reference to specific securities is not intended as a recommendation to purchase or sell any investment.
