Liontrust set to merge China fund into EM portfolio as assets shrink

AUM of £11m

Elliot Gulliver-Needham
clock • 1 min read

Liontrust is set to merge its China fund into its emerging markets fund next month due to falling assets, subject to investor approval.

The Liontrust China fund has fallen to just £11.6m from a peak of over £100m, while the Liontrust Emerging Markets fund sits at just £9.4m, due to continued outflows. The China fund's primary manager, Ruth Chambers, has led the fund for the last five years, having joined Liontrust as part of its acquisition of Neptune in 2019. The two deputy managers, Ewan Thompson and Thomas Smith, also both joined from Neptune, with both joining the fund's management in February this year. Thompson is also a manager on the EM fund, as well as the Liontrust India fund, with Smith also working on t...

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 Emerging markets

Partner Insight: Accessing India's growth - why you need more than a GEM strategy

Partner Insight: Accessing India's growth - why you need more than a GEM strategy

FSSA Portfolio Manager Vinay Agarwal discusses accessing India’s growth by embracing the nuances of a dedicated India strategy.

Vinay Agarwal , Portfolio Manager at FSSA Investment Managers
clock 22 April 2024 • 6 min read
JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

Client demand into region rising

Hugh Gimber
clock 26 March 2024 • 4 min read
Four Graphs explaining India

Four Graphs explaining India

Four experts write

Investment Week
clock 12 February 2024 • 4 min read
Trustpilot