Its share price fell 11% during the period but the trust’s performance has perked up in the months since
CEO said business in ‘good health’ despite outflows and M&A costs incurred
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
AUMA has fallen nearly 9% since July
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Sarah Ackland was most recently head of Liontrust’s multi-asset business
Natalie Bell moves across from Responsible Capital team
But concerns of a global slowdown appear excessive, says Liontrust’s Husselbee as he eyes up a portfolio rebalance
£5.1bn AUMA boost from Majedie acquisition nearly offset by net outflows and challenging investment performance
Including an Axa IM senior portfolio manager and an ex-Aegon AM analyst returning from a 22-year career break
The word ‘growth’ will be substituted for ‘dynamic’ but how it is managed will remain unchanged
FTSE 250 fund group to further embed ESG criteria into its corporate structure months after shareholder revolt on executive pay