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Liontrust (LIO) investor relations material

Liontrust Trading Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Trading Update summary7 Oct, 2025

Financial highlights

  • Net outflows reached £1.2 billion for the quarter, compared to £1.1 billion in the prior year.

  • Assets under management and advice (AuMA) decreased by 2.7% to £22.0 billion as of 30 September 2025.

  • AuMA slightly increased to £22.2 billion by 3 October 2025.

  • Net outflows were spread across wealth manager, adviser, and retail clients in the UK.

  • Market and investment performance contributed positively to AuMA, partially offsetting outflows.

Strategic and market outlook

  • Growing client interest in active management and diversification away from US markets.

  • Increased engagement and new mandates from institutional and international clients, including South America, Australia, South Africa, and the Middle East.

  • Brand strength, rigorous investment processes, and broadening distribution underpin a positive outlook.

  • Management expects greater dispersion of returns, highlighting the value of active management.

Fund performance

  • Several UK and global funds ranked in the top quartile since inception, but many have underperformed over 1, 3, and 5 years.

  • Notable funds with strong recent performance include Liontrust European Dynamic Fund and Liontrust GF High Yield Fund.

  • Some funds, such as Liontrust Global Smaller Companies Fund, have recently changed management teams.

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Frequently asked questions

Liontrust Asset Management PLC is a publicly owned investment manager. The firm launches equity, fixed income, , multi-asset and managed funds for its clients. Liontrust invests into the public equity and multi-asset markets across the globe. The firm was formerly known as River and Mercantile Investment Management Limited. Liontrust Asset Management Plc was founded in 1994 and is based in London, United Kingdom. Liontrust has been listed on the London Stock Exchange since 1999.

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