About Liontrust

Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. Our purpose is to have a positive impact on our investors, stakeholders and society. We aim to achieve this by providing the environment which enables our fund managers and employees to flourish, helping our investors achieve their financial goals, supporting companies in generating sustainable growth, and empowering and inspiring the wider community. What makes Liontrust distinct?

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.
• We believe in the benefits of active fund management over the long term and all our fund managers are truly active.
• We focus only on those areas of investment in which we have particular expertise. We have nine fund management teams. Six of the teams invest in UK, European, Asian and Global equities, one team invests in Global Fixed Income and we have a Sustainable Investment team that offers equity, fixed income and managed funds. Our ninth team manages target risk, Multi-Asset portfolios.
• Our fund managers are independent thinkers and have the courage of their convictions in making investment decisions.
• 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.
• Each fund management team applies distinct and rigorous investment processes to the management of funds and portfolios that ensure the way we manage money is predictable and repeatable.
• 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 buying stocks for the wrong reasons.
• We aim to treat investors, clients, members, employees, suppliers and other stakeholders fairly and with respect. We are committed to the Principles of Treating Customers Fairly (TCF) and they are central to how we conduct business across all our functions.

You can learn more about Liontrust, our funds and fund management teams, partnerships and community engagement here. To download a PDF copy, launch the publication in full screen and click 'Download as PDF'.

The United Nations Principles for Responsible Investment (UN PRI) is a global initiative for international investors to implement the six principles. The objectives are to understand the implications of sustainability for investors and support signatories to incorporate these principles into their investment decision making and ownership practices.

As a PRI Signatory, Liontrust Investment Partners LLP commits to completing the PRI Reporting Framework on an annual basis.

For more information about UN PRI and the six principles, please visit unpri.org.