The Multi-Asset team | Who we are | Liontrust Asset Management PLC
Multi-Asset team

The Multi-Asset team

The Multi-Asset team

The acquisition by Liontrust of the Architas UK Investment Business on 30 October 2020 has created one of the most experienced and highly regarded multi-asset multi-manager teams in the UK market.

The Architas UK Fund Management team consisting of Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton and Shayan Ratnasingam joined Liontrust on 30 October and merged with the Liontrust Multi-Asset investment team. John Husselbee has been Head of the Multi-Asset team since 2013 and Sheldon MacDonald has become Deputy Head. Paul Kim, who has managed discretionary portfolios and multi-manager funds for more than 30 years and who also joined Liontrust in 2013, completes the team.

John Husselbee
John Husselbee
Head of the Liontrust Multi-Asset team

John joined Liontrust in 2013 as Head of Multi-Asset. He was previously the Director of Multi-Manager Investment at Henderson Global Investors, where he was responsible for portfolio construction and fund selection of a range of portfolios totalling over £650 million. Prior to Hendersons, John was responsible for the launch and ongoing management of the portfolio management service at Rothschild Asset Management. In 2005, John founded North Investment Partners. John is one of the most high profile multi-asset managers in the UK retail market.

Sheldon MacDonald
Sheldon MacDonald
Deputy Head of the Liontrust Multi-Asset team

Sheldon joined Liontrust in October 2020. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa.  Sheldon has a BComm in Financial Accounting and Economics and holds the IMC and is a CFA charterholder. He has over 25 years of investment experience.

James Klempster
James Klempster
Deputy Head of the Liontrust Multi-Asset team

James, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group.

Paul Kim
Paul Kim

Paul joined Liontrust in 2013. He has managed discretionary portfolios and multi-manager funds for more than 30 years. He was instrumental in setting up Investment Manager Selection Ltd (IMS) and the subsequent growth of the business. In 2008, IMS was bought by BNP Paribas and re-named Fundquest, with Paul being responsible for the management of IMS funds and client funds, including for Aviva Investors. In March 2011, Paul was appointed Head of Fund Selection and Multi-Manager at Liverpool Victoria Asset Management (LVAM). Paul has also managed discretionary portfolios and services at Capel Cure Myers, Sun Life Portfolio Counselling Services (AXA Sun Life), Christie Group Investment Management and Spencer Thornton Investment Management Services.

Nathan Sweeney
Nathan Sweeney

Nathan joined Liontrust in October 2020. Nathan began his 20-year investment career at AIB Investment Managers, where he was responsible for launching and managing the AIB Multi-Manager Funds. Nathan joined Architas in 2010 and has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.

Mayank Markanday
Mayank Markanday

Mayank joined Liontrust in October 2020. He most recently spent 3 years as a Senior Investment Manager at Architas responsible for the Diversified Real Asset Fund and the Blended Range with research coverage for Macro, Fixed Income and Alternatives. Prior to this he spent 10 years at Russell Investments in both London and Sydney, responsible for the Russell Real Assets Fund, Deputy on the flagship Russell Multi- Asset Growth Fund and had research coverage for global equities. He also has experience in LDI portfolio management for Russell’s Fiduciary clients. Mayank has a Bachelor of Commerce (Hons.) in Finance and Actuarial Studies from the UNSW Business School, Sydney. He is a CFA charterholder.

Jen Causton
Jen Causton

Jen joined Liontrust in October 2020. Prior to Architas, Jen worked at Schroders as an investment writer covering multi-asset funds and the investment group’s more esoteric products. Jen has an MSc in Financial Markets and Derivatives and is IMC qualified. She has 14 years of investment experience.

Shayan Ratnasingam
Shayan Ratnasingam

Shayan joined Liontrust in October 2020. Prior to joining Architas, Shayan spent 2 years at Aon as an investment analyst. Shayan worked with trustees of large pension schemes in setting their investment strategy, including asset allocation, portfolio construction and fund selection. Prior to his time at Aon, Shayan worked in credit risk modelling within the banking sector.  Shayan has a BSc (Hons) in Actuarial Science from Cass Business School, London. He is currently working towards becoming a Fellow of the Institute of Actuaries (FIA).

Multi-Asset target risk portfolios

Multi-Asset portfolios

The Liontrust Multi-Asset Portfolio Services offer a broad range of target risk and actively managed model portfolios to meet most clients’ risk and return objectives. The portfolios are suitable for all types of investors, from basic to experienced.

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Multi-Asset funds

Multi-Asset funds

The team manages three ranges of risk-profiled multi-asset funds (Active, Blended and Passive), income generating funds and specialist funds. The funds are diversified by asset class, geographic regions and investment managers.

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The Multi-Asset process

The process is designed to target the outcome expected by investors in terms of the level of risk, as measured by volatility, of each model portfolio and to maximise the return for each portfolio while still targeting the investors’ level of risk. These two objectives are pursued through a quantitative and qualitative approach with five key stages to the process: the strategic asset allocation, followed by the tactical asset allocation, fund selection, portfolio construction, and monitoring and review.

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Adviser tools

Discover our risk profiling and fund tools

Key Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.

Some of the Funds managed by the Multi-Asset Team have exposure to foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The majority of the Funds invest in Fixed Income securities indirectly through other collective investment schemes. The value of fixed income securities will fall if the issuer is unable to repay its debt or has its credit rating reduced. Generally, the higher the perceived credit risk of the issuer, the higher the rate of interest. Bond markets may be subject to reduced liquidity. Some Funds may have exposure to property via collective investment schemes. Property funds may be more difficult to value objectively so may be incorrectly priced, and may at times be harder to sell. This could lead to reduced liquidity in the Fund. Some also invest in non-mainstream (alternative) assets indirectly through other collective investment schemes. During periods of stressed market conditions non-mainstream (alternative) assets may be difficult to sell at a fair price, which may cause prices to fluctuate more sharply.

Disclaimer

The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.

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