Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of 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.
Your Business: Cover Star Club

Profile: James Hambro & Partners looks back from its fifth birthday

Profile: James Hambro & Partners looks back from its fifth birthday

James Hambro & Partners, the latest addition to a cottage industry of businesses trading beneath one of the grandest names in UK finance, has reached its fifth birthday.

Wealth Manager on Twitter