Key facts
- Liontrust Asset Management's net outflows reduced to £800 million in the quarter ending March 2026.
- This marks a 34.9% decrease in net outflows compared to the prior year's quarter.
- Total assets under management and advice reached £20.8 billion as of April 20.
- The company is set to acquire River Global, adding £2.6 billion in assets.
- Liontrust is experiencing increased demand for active management strategies.
Liontrust Asset Management has reported a significant reduction in its net outflows, with £800 million recorded for the three months ending March 2026, a decrease of 34.9% compared to the same period last year. The firm's assets under management and advice have grown to £20.8 billion as of April 20, up from £19.6 billion at the end of March.
Gross outflows for the latest quarter amounted to £1.1 billion, with the majority stemming from Liontrust's UK retail funds and model portfolios. The company's sustainable investment propositions hold the largest share of assets at £5.3 billion, primarily from UK retail investors. Cashflow solution products and multi-asset funds follow, with £4.1 billion and £3.6 billion in assets, respectively.
Liontrust secured two institutional mandates exceeding £500 million in aggregate during the quarter, with funding expected by the end of May. Additionally, shareholders approved the acquisition of River Global, which is expected to add £2.6 billion in assets under management. CEO John Ions stated that the acquisition will expand the firm's investment styles and client base, noting positive reactions from clients and shareholders of both companies.
Ions attributed the improved performance to investors diversifying away from US equities and a growing demand for active management, supported by strong performance in European strategies. He expressed confidence in driving organic growth, realizing acquisition benefits, and capitalizing on the increased demand for active management in the new financial year.