Liontrust Funds Under Review as Luthman Retires

Following the announcement of Jan Luthman’s retirement, Liontrust Macro Equity Income and Liontrust Macro UK Growth have been placed Under Review by Morningstar

Samuel Meakin 1 September, 2016 | 4:45PM
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Samuel Meakin: Liontrust's Jan Luthman has announced his retirement with immediate effect. He was Co-Manager of the Liontrust Macro Equity Income Fund and the Liontrust Macro UK Growth Fund alongside Stephen Bailey and Jamie Clark and the trio had worked together for well over a decade.

Now, Bailey and Clark remain as co-managers on the fund which provides continuity for their investors and they will continue to apply the same macro-orientated and theme-led investment approach that has been used up till now.

Nonetheless, Luthman was a highly experienced manager with 30 years in the industry and his macro views were an important input into the process here guiding the fund into investing into certain sectors and areas of the market. Therefore, we have decided to place the Morningstar analyst ratings for these funds under review while we continue to assess the impact that his departure will have on the strategies going forward.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Samuel Meakin  is a fund analyst for Morningstar

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