Investment performance offsets £630m outflows for Liontrust in Q4

AUMA up by 3% over the period

Valeria Martinez
clock • 1 min read

Strong investment performance during the last quarter of 2022 drove Liontrust’s assets under management and advice up despite outflows of over £630m.

Geopolitical and macroeconomic concerns during the last quarter of 2022 continued to weigh on investor sentiment, leading to net outflows of £632m over the period. Over the nine months to December, this figure rose to £2.8bn.  Despite this, market and investment performance drove the firm's assets under management and advice up by £1.6bn, leading to a 3% increase in AUMA to £32.6bn as at 31 December. As of 16 January, the firm added a further £1.2bn to its assets, standing at £33.8bn.  At £236m, Liontrust's UK retail funds and MPS business experienced the largest amount of outflows, b...

To continue reading this article...

Join Investment Week for free

  • 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

Join now

 

Already an Investment Week
member?

Login

More on Companies

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

Isabel Baxter
clock 08 May 2025 • 2 min read
Rathbones FUMA falls 4.7% as Investec Wealth merger nears completion

Rathbones FUMA falls 4.7% as Investec Wealth merger nears completion

‘Reflected market volatility’

Eve Maddock-Jones
clock 08 May 2025 • 1 min read
Asset management M&A activity fails to bring 'meaningful profitability improvements'

Asset management M&A activity fails to bring 'meaningful profitability improvements'

M&A strategy not necessarily a winner

Patrick Brusnahan
clock 06 May 2025 • 1 min read
Trustpilot