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Liontrust completes acquisition of Neptune

The Neptune investment team, headed by Robin Geffen and which is now named the Liontrust Global Equity team, has joined Liontrust along with their 19 Global, Income, Regional and Emerging Markets funds. There will be no change to the managers running the funds or the investment process used.

Geffen will focus solely on managing funds and the investment team.

The funds have all been rebranded Liontrust and the Neptune Global Income Fund is now called the Liontrust Global Dividend Fund.

The acquisition broadens Liontrust’s fund range and investment skills predominantly in areas not covered by their current eight investment teams.

Liontrust Income is ranked 2nd out of 79 funds in the IA UK Equity Income sector over three years to 31 August 2019. In their respective IA sectors, Liontrust Global Alpha is ranked 1st, Liontrust Global Dividend 2nd, Liontrust Global Technology 2nd and Liontrust Balanced is 4th.

John Ions, Chief Executive of Liontrust, said: “This is great for Liontrust and for the investment team at Neptune. We have been impressed by the quality of Robin and his team and they bring an excellent range of funds with strong long-term performance.

“Liontrust provides the investment team with an environment that will enable them to concentrate on delivering returns and meeting the expectations of clients and investors.”

Geffen added: “We are delighted to be joining Liontrust and benefiting from the leadership at the company along with the impressive sales and marketing teams. We have seen how they have grown awareness and assets for other investment teams at Liontrust.

“The move allows me to devote all my time to managing the Global Equity investment team and the funds I run. The fact that I can focus all my energy on my real passion of managing funds is really exciting for me. I am also thrilled that I can continue to manage the funds exactly how I want to run them.”

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