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Actively different

Liontrust works in partnership with advisers for the benefit of their clients.

Our Multi-Asset investment proposition and service is designed to enable advisers to provide the highest quality advice and service to their clients. We seek to help advisers achieve their clients’ investment objectives and meet their suitability requirements over the long term. We also help advisers to fulfil their responsibilities under Consumer Duty.

Liontrust achieves these aims through the following distinct partnership and service offering, which we call Actively Different.

Active management Active management Actively manages every stage of the process - SAA, TAA, fund selection and portfolio construction - and using funds from across the market
Value for money Value for money Competitive OCFs and benefit of resources from across Liontrust including seven investment teams
Active enhancements Active enhancements Position funds and portfolios for the future of investment markets. This has been enhanced by implementing a bespoke SAA in 2023
Support for advisors Support for advisers Tailored support, fund manager access, market-leading literature, educational content, white label, digital tools and services
Suitability Suitability Broad ranges meet client risk profiles and suitability. Reporting supports advisers with Consumer Duty

Adviser resources

Liontrust produces a range of reporting and literature to help advisers and their clients. This includes MA Performance Review and Outlook, A Guide to Managing Volatility and Liontrust Views. Literature can be white labelled or co-branded for advisers.

Meet the team

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Latest insights

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Our investment process

Multi-Asset

The Liontrust Multi-Asset investment process is based on a number of core beliefs. These beliefs have been accumulated over the long combined careers of the Liontrust Muti-Asset team and have developed over many years. 

Download the process document to read more:

MULTI-ASSET PROCESS DOCUMENT

Meet the tea

Global Fixed Income

Strategic asset allocation Among the factors they analyse, the fund managers collate and study historical returns and volatilities of a range of asset classes, as well as their correlations with each other, and the pathway of future interest rates to determine the SAA that should meet the volatility target of the fund or portfolio over the long-term. The SAA is essentially the default asset allocation should the fund managers have no views about the relative attractiveness of different asset classes.
Tactical asset allocation The primary aim of the tactical asset allocation (TAA) is to increase exposure to an asset class when it looks cheap and reduce exposure when it appears expensive; the fund managers’ focus is on valuations rather than market timing. They believe it is important to supplement the long-term benefits of the SAA with the flexibility to take advantage of valuation opportunities in the shorter term.
Fund selection We hold a range of funds and fund managers, including active, passive and alternative investment strategies. The fund managers believe the key elements that should underpin fund selection are: investment process, fund manager experience, fund manager knowledge and fund manager incentive (including remuneration).
Portfolio construction The fund managers want to ensure the underlying funds are exposed to the segment of the market they feel has the most potential for outperformance while reducing unintended risk. Therefore, they consider how each holding interacts with each other in terms of correlation, risk and return to ensure the benefits identified at the holding and sector levels are not diversified away when grouped together at the fund level.
Monitoring, review and risk management The Liontrust Multi-Asset team is given regular updates, including in-depth data, on the underlying funds to ensure they are being managed according to their stated objectives and investment processes. This includes attribution analysis to show the underlying funds do not experience style drift and remain within their stated risk parameters. We gain access to the underlying fund managers to probe their thinking and evaluate their continued commitment.

Funds & portfolios managed by the team

The two ranges of target risk funds (Blended and Dynamic Passive) that are designed to target the outcome expected by investors in terms of their level of risk, as measured by volatility, and maximise the return for each fund within the appropriate risk band while MA Explorer aims to maximise capital growth and/or income over the long term.

Multi-Asset Funds

The two ranges of target risk funds (Blended and Dynamic Passive) that are designed to target the outcome expected by investors in terms of their level of risk, as measured by volatility, and maximise the return for each fund within the appropriate risk band while MA Explorer aims to maximise capital growth and/or income over the long term.

The fund managers believe fixed income markets are inefficient and there are myriad ways of adding value to investors’ portfolios. The inefficiencies are caused by many market protagonists who are not price sensitive, ranging from the macroeconomic distortions caused by central banks to the idiosyncratic scenarios when companies need to raise debt finance and price accordingly.

Global Fixed Income funds

The fund managers believe fixed income markets are inefficient and there are myriad ways of adding value to investors’ portfolios. The inefficiencies are caused by many market protagonists who are not price sensitive, ranging from the macroeconomic distortions caused by central banks to the idiosyncratic scenarios when companies need to raise debt finance and price accordingly.

A broad range of 22 target risk model portfolios designed to meet most investors' risk and return objectives. They are designed for clients of financial advisers and are available on most major platforms.

MPS Portfolios

A broad range of 22 target risk model portfolios designed to meet most investors' risk and return objectives. They are designed for clients of financial advisers and are available on most major platforms.

Multi-Asset team Liontrust MA Tactical Asset Allocation Quarterly Update Liontrust Multi-Asset Funds Target Market Assessment Understanding the Risks of Investing A guide to managing volatility Levels of Diversification - MA Explorer Funds Levels of Diversification - MA Blended Funds Levels of Diversification - MA Passive Funds Liontrust MA Navigating the World of Investment Liontrust Multi-Asset Process Liontrust Risk Profile Statement Liontrust Views