Liontrust and GAM retain Square Mile ratings following acquisition

Artemis fund loses rating

Elliot Gulliver-Needham
clock • 2 min read

Liontrust and GAM have retained their Square Mile fund ratings despite the takeover deal of the Swiss asset manager.

Square Mile's analysts said Liontrust intended to retain GAM's underlying investment teams, meaning that the funds are unlikely to be materially impacted by the deal and may benefit from a larger distribution footprint and marketing capability. The Swiss firm retained its A ratings on the GAM Star Continental European Equity fund and GAM Star Japan Leaders fund alongside 12 Liontrust funds, seven of which were within its Sustainable Future range. GAM chair reiterates Liontrust deal recommendation as shareholders approve all proposals In its monthly ratings round-up, Square Mile...

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 sells fund solutions business to focus on wealth management

Evelyn Partners sells fund solutions business to focus on wealth management

75 staff to move over to Thesis

Patrick Brusnahan
clock 01 July 2025 • 1 min read
BNP Paribas Cardif completes takeover of AXA IM

BNP Paribas Cardif completes takeover of AXA IM

Expecting double digit ROIC by year three

Patrick Brusnahan
clock 01 July 2025 • 1 min read
Liontrust share price drops 5% as it reports near 30% pre-tax profit decline

Liontrust share price drops 5% as it reports near 30% pre-tax profit decline

Gross profit at £157.7m

Sorin Dojan
clock 25 June 2025 • 3 min read
Trustpilot