Liontrust eyes changes amid value concerns for fifth of fund range
Performance issues most commonly cited
Mark Martin, former fund manager at Liontrust
One-fifth of funds offered by Liontrust require action to rectify concerns over their value to investors, according to the firm’s assessment of value (AoV) report, which highlighted performance issues in each of the named funds.
The report, which does not include the firm's multi-asset or Irish-domiciled funds, indicated that two funds are red-rated, requiring "significant action" to achieve value, while a further six are amber-rated,...
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