• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Equities

Liontrust interims show AUM of £17.4bn after Neptune acquisition

Liontrust interims show AUM of £17.4bn after Neptune acquisition
  • Jonathan Boyd
  • Jonathan Boyd
  • @jonathanboyd
  • 09 October 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

The purchase of Neptune Investment Management, which completed on 1 October 2019, added £2.7bn of AUM to UK manager Liontrust's overall AUM, which has hit £17.4bn (€19.3bn) as of that date.

The confirmation came alongside figures showing trading at Liontrust in the six months to the end of September 2019, with AUM ex-Neptune reported as £14.6bn after net inflows of £1.367bn over the period.

Related articles

  • Liontrust reports bumper year with 55% profit jump and record inflows
  • 1Q2020 results round-up: Jupiter and Merian suffer outflows
  • LGIM rakes in £60bn in H1; SLA outflows slow to £15.9bn
  • EM success drives Aberdeen inflows to £1bn in Q1

Net inflows have hit £3.1bn in the 18 months to 30 September.

John Ions, chief executive (pictured), said: "Liontrust continues to make substantial progress, delivering £642m in net inflows over the past three months and completing the acquisition of Neptune on 1 October. This has sustained the growth of the business of the last few years, with net inflows of £1.37bn over the past six months and £3.1bn over the past 18 months."

"These positive flows demonstrate the attraction of rigorous investment processes, strong long-term fund performance, a high-profile brand and the effectiveness of our sales and marketing.

"The net inflows have been achieved at a time of uncertainty for retail investors in the UK. Equity funds in aggregate across the industry have had net outflows for 10 of the past 13 months while retail funds suffered total net outflows of £1.71bn in August alone.

"Liontrust has continued to grow in this environment because of the quality of the investment teams and our more diversified proposition, with flows into equity, fixed income, sustainable and multi-asset portfolios that meet ever more demanding client requirements.

"Our investment capability is being broadened further with the addition of the Neptune investment team, now known as the Liontrust Global Equity team. We have been impressed by the quality of the team, and they bring an excellent range of funds with strong long-term performance.

"Liontrust Income is ranked 2nd out of 79 funds in the IA UK Equity Income sector over three years to 30 September 2019. Liontrust Global Alpha is ranked 1st, Liontrust Global Dividend is 2nd, Liontrust Global Technology is 4th and Liontrust Balanced is 3rd in their respective IA sectors over three years.

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

"Our business has moved forward strongly over the last few years and is well positioned to continue this growth with an excellent investment proposition and our continued focus on client service."

 

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Equities
  • Liontrust Asset Management
  • Neptune
  • AUM
  • UK

More on Equities

T. Rowe Price opens investment research office in Shanghai

  • Equities
  • 02 March 2021
Comment: Can equities tolerate higher bond yields?

  • Comment
  • 26 February 2021
Comment: Navigating equity markets in the year ahead

  • Comment
  • 21 January 2021
M&G taps Value Partners for £500m Chinese equities mandate

  • Equities
  • 16 December 2020
Global equities tumble on covid-19 fears and US jitters

  • Equities
  • 27 October 2020
Back to Top

Most read

HSBC appoints CEO for the Middle East region
HSBC appoints CEO for the Middle East region
People moves: Phoenix Group, Franklin Templeton, TMF Group, AJ Bell, Arete, Just Group
People moves: Phoenix Group, Franklin Templeton, TMF Group, AJ Bell, Arete, Just Group
Nordic Fund Selector of the Year 2021 shortlist announced
Nordic Fund Selector of the Year 2021 shortlist announced
UK Budget: Sunak freezes lifetime allowance for pensions contributions
UK Budget: Sunak freezes lifetime allowance for pensions contributions
Europe's wealth mangers increasingly focusing on Bitcoin: survey
Europe's wealth mangers increasingly focusing on Bitcoin: survey
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading