Liontrust acquires Alliance Trust Investments


financial iStock_000003719999SmallThis week’s big news from the SRI community is that the Alliance Trust Investments team* – led by Peter Michaelis – is moving to Liontrust, taking their combined assets to £8bn.

ATI is a major player in the sustainable, responsible and ethical investment fund market – with 30 entries on the Fund EcoMarket fund hub.  These are made up of OEIC funds as well as Life and Pension funds links to their Sustainable Futures range and Ethical fund (via a range of distributers).

ATI are also a sponsor of Fund EcoMarket – helping us to keep our SRI fund research tool and information hub free to use for financial advisers and others.

Reading the press releases I am delighted to see that Liontrust clearly recognises the reputation of the unique team they are acquiring – and the growing importance of sustainability for investors.

Also welcome, of course, is the impressive frequency of 1’s and 2’s in the quartile performance data shown!

This transaction is scheduled to be finalised in April.

Links to the Liontrust press release and Stock Exchange announcement are below:


*formerly the Aviva Investors SRI fund management team

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