Liontrust Balanced Fund A Acc GBP

Name of CompanyLiontrust Investment Management Limited
Phone+44 126 844 3920
Address2 Savoy Court
 London   WC2R 0EZ
 United Kingdom
Other Share Classes
Liontrust Balanced Fund A Inc GBP
Liontrust Balanced Fund C Acc GBP
Liontrust Balanced Fund C Inc GBP
Liontrust Balanced Fund D Acc GBP
DomicileUnited Kingdom
Legal StructureUnit Trust
Inception Date31/12/1998
Fund Advisor(s)
Liontrust Investment Partners LLP
Fund ManagerRobin Geffen
Manager Start Date31/12/1998
Career Start Year1998
1979, University of Oxford, B.A./B.S.
Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979 and has 40 years' investment experience.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

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