Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Liontrust unveils institutional share classes on Luthman & Bailey funds

Liontrust unveils institutional share classes on Luthman & Bailey funds

Liontrust has announced its plan to offer institutional share classes on Jan Luthman, Stephen Bailey and Jamie Clark's funds.

The asset manager, which recently edged towards its closest point to profit, said it had seen strong demand from discretionaries and advisers and hoped to offer institutional share classes for the CF Liontrust Macro Equity Income and CF Liontrust Macro UK Growth funds.

The new share classes, which will have an annual management charge of 0.75%, will be launched on 8 October, subject to regulatory approval.

The two vehicles are managed in accordance with Liontrust's successful macro-thematic investment process, which has seen the UK Growth and Equity Income funds hold first decile spots within their respective sectors since launch to the end of July 2012.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Brewin's Gutteridge: bonds with Ian Spreadbury

Brewin's Gutteridge: bonds with Ian Spreadbury

This week Brewin Dolphin's research head chats to Fidelity's Ian Spreadbury about the recent behaviour of interest rates and credit spreads.

Play Can tech advances explain the UK productivity puzzle?

Can tech advances explain the UK productivity puzzle?

Much of the productivity puzzle of the last eight years may be explained by a failure to capture new tech

Brewin's Gutteridge: Yuan direction

Brewin's Gutteridge: Yuan direction

This week Brewin Dolphin's research head chats to Fidelity Asian Investment Directors Jenny Lee and Gary Monaghan about the big changes in China.

Your Business: Cover Star Club

Small is beautiful: wealth firms still see value in less rich

Small is beautiful: wealth firms still see value in less rich

Latest statistics from findawealthmanager.com show that there are many firms who still service smaller clients.

Wealth Manager on Twitter