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Liontrust reports 15 per cent increase in AUM

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Independent fund management group Liontrust Asset Management (Liontrust) has reported a 15 per cent increase in assets under management for the six months ended 30 September 2018 to GBP12.0 billion, up from GBP10.5 billion as at 31 March 2018.

Net inflows totalled GBP403 million for the three months ended September 2018 and GBP723 million for the six months ended 30 September 2018.
 
John Ions, Chief Executive, says: “This has been another strong six months of sales with net inflows of GBP723 million over this period and GBP403 million over the past three months alone.”
 
“Particularly pleasing is the fact that the flows into Liontrust funds are coming from a broader spread of clients and into an expanding number of strategies. There has been strong client demand over the past five months for the launch of the funds managed by the Global Fixed Income (“GFI”) team and this has resulted in David Roberts, Phil Milburn and Donald Phillips now managing nearly GBP300 million across the Strategic Bond, High Yield Bond and Absolute Return Bond strategies.”   
 
“Demand for sustainable investment continues to rise and is reflected in the increase in our team’s AUM from GBP2.5 billion when they joined Liontrust on 1 April 2017 to GBP3.4 billion. We believe our team’s positive and thematic investment approach will continue to drive demand.”
 
“We are beginning to see a long anticipated increase in volatility in global bond markets and both our GFI and Sustainable Fixed Income teams are well positioned to manage our investors’ money in this environment. They are very experienced teams, have strong long-term track records and have flexible investment mandates, and therefore we are confident they will continue to attract inflows into their funds.”
 
“The Economic Advantage funds have continued to deliver impressive performance against a weak market backdrop and have also enjoyed strong inflows despite the UK being overshadowed by Brexit uncertainty. This reiterates the desire of clients for strong investment processes as well as excellent long-term track records.”
 
“We are well positioned for the second half of our financial year given our strong fund management capability and our broader distribution reach.”

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