Liontrust Global Equity fund to be renamed Liontrust Global Innovation

Fund targets companies benefiting from disruptive change

Pedro Gonçalves
clock • 1 min read
Companies must demonstrate "disruptive innovation" to be included in the portfolio

Companies must demonstrate "disruptive innovation" to be included in the portfolio

The £277m Liontrust Global Equity Fund, managed by James Dowey and Storm Uru, is to become the Liontrust Global Innovation fund on 15 October 2021, to better reflect the way in which it is managed.

Dowey and Uru, who also manage the Liontrust Global Dividend fund, jointly developed the Global Innovation approach to the Global Equity investment process. This investment process, which is based on the belief that innovation is the most important driver of stock returns, is used in managing the Liontrust Global Equity fund, which Dowey started running in July 2019 and was joined by Uru in February 2021. Liontrust to merge Global Income and European funds Dowey said: "On the one hand, disruptive companies are attacking markets with new products and business models, driving huge profi...

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