Image:
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,...
To continue reading this article...
Join Investment week
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
