Liontrust's AUM swells to £5.7bn

Added 6th October 2016

Liontrust Asset Management has grown its assets under management by 19% in just six months, according to a latest trading statement by the firm.

Liontrust's AUM swells to £5.7bn

AUM stood at £4.8bn at 31 March 2016, growing by nearly £900m to £5.7bn at 30 September 2016.

Chief executive John Ions attributed the firm’s process-driven approach to fund management for gathering this extent of assets during such a volatile market environment for UK equities.

As well as net flows of £92m, Liontrust acquired £272m of AUM with the purchase of Argonaut Capital Partners European Income business in July.

Ions said: “We continue to benefit from having distinct and robust investment processes, which means our fund managers do not get distracted by market noise, strong fund performance and longevity of our fund managers."

In November, James Inglis-Jones & Samantha Gleave’s European Growth fund will celebrate its 10-year anniversary, making it the group’s sixth fund that is more than 10 years old and where at least one manager – Inglis-Jones - has been running the fund since launch.

Praising the group’s UK franchises at a time when the UK All Companies sector has fallen out of favour, Ions added: “The acquisition of Argonaut’s European Income business has further diversified our fund management capability and enhanced our equity income franchise.

“The Asia Income and Macro Equity Income funds offer historic yields of 4.45% and 4.47% respectively while the European Income and European Enhanced Income funds have target yields of 4.1% and 4.4% respectively.

“This broader range of fund management capability and strong fund performance gives me confidence that we will continue to grow the business over the rest of the financial year.”

The Economic Advantage process, run by Julian Fosh and Anthony Cross in their Special Situations and UK Smaller Companies funds, comprises more than 56% of the total AUM at the group, standing at £3.2bn.

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