Liontrust to merge Global Income and European funds

Mergers subject to shareholder approval

Kathleen Gallagher
clock • 2 min read

Liontrust is planning to merge two Global Income and European funds pending shareholder approval on 17 June, Investment Week has learned.

The mergers bring together former Neptune funds with their Liontrust counterparts, following the acquisition of Neptune in October 2019. As part of the changes the £146.5m Global Income fund will merge with the £103.9 Global Dividend fund. Liontrust hires MGIM's Klempster and removes VAT on MPS Liontrust's global equity team began managing the Global Income fund in the beginning of May this year.  The global equity team is run by Robin Geffen and James Dowey. The named managers on the Global Dividend and Global Income funds are Dowey and Storm Uru. "As the objectives of the two ...

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 Global

Investment Week launches Geographical Equities Conference 2024

Investment Week launches Geographical Equities Conference 2024

Allianz Global Investors, Downing, EdenTree and Royal London Asset Management among speakers

Investment Week
clock 15 January 2024 • 2 min read
Moody's downgrades China sovereign credit outlook to negative

Moody's downgrades China sovereign credit outlook to negative

Retains A1 rating

Elliot Gulliver-Needham
clock 05 December 2023 • 2 min read
ECB warns high rates are pushing economy towards fragility

ECB warns high rates are pushing economy towards fragility

‘Early signs of stress’ in banks

Elliot Gulliver-Needham
clock 22 November 2023 • 2 min read
Trustpilot