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You are here: Manager factsheet

Liontrust Investment Partners LLP
AFH Wealth Management
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Manager profile
Anthony Cross and Julian Fosh co-manage the fund. Anthony joined Liontrust in 1997, forming the Economic Advantage process that was applied to the Fund in 2009 – Julian joined Liontrust in 2008 to help develop the strategy. They are supported by the other members of the Economic Advantage Team, Victoria Stevens and Matt Tonge who research small cap investment opportunities. The team manages an additional five funds and segregated mandates. Anthony previously worked at Schroders, firstly as a graduate trainee before becoming an equity analyst and joining the Smaller Companies team. Julian previously co-managed the Saracen Growth Fund and headed the investment department at Scottish Friendly Assurance Society. He also worked at Britannia Investment Managers and Scottish Amicable.
Total return for Liontrust Investment Partners LLP
Manager career performance
Discrete calendar year performance : Liontrust Investment Partners LLP

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Liontrust Investment Partners LLP 11.1 1.2 -5.2 41.2 - - - - - -
Peer Group Composite 16.5 4.2 -12.1 35.9 - - - - - -
Over / Under -5.4 -3.0 6.9 5.3 - - - - - -
Performance vs peer group composite: Liontrust Investment Partners LLP
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
MGTS AFH DA UK Equity Co-managed IA UK All Companies since Sep 01 2020 to present
Funds managed previously
Fund Periods
LO Artemis UK Equities since Nov 20 2020 to Feb 11 2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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