Liontrust Asset Management increases AUM

by | Apr 5, 2017

Share this article

Facebook Open Graph

A financial year-end trading update from Liontrust Asset Management shows that assets under management increased by 36% for the year to 31 March 2017 to £6.5bn (£4.8bn at 31 March 2016).

The acquisition of Alliance Trust Investments, which was completed on 1 April 2017, adds a further £2.5bn to AuM. Following the completion of this acquisition, Liontrust’s AuM, as at close of business on 3 April 2017, was £9.1 billion.

Chief Executive John Ions said: “It has been a successful year with a number of notable achievements. The addition of new fund management teams has broadened and strengthened the Liontrust client proposition. Gross sales of over £2 billion in the financial year demonstrate our distribution capability through a challenging period.


“The development of the company over the last few years, both in terms of infrastructure and client proposition, and our clear, focused business enables us to start the new financial year with confidence that we will continue the success achieved so far.

“Our confidence is reinforced by the fund performance across a breadth of teams and our fierce commitment to active management. This is demonstrated by the fact that 96% of our actively managed unit trust funds by AuM have outperformed their benchmark since launch, objective change or fund manager inception.”

Share this article

Related articles

The Private Wealth Management Summit

The Private Wealth Management Summit

The Private Wealth Management Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode