Liontrust has announced that it has completed the acquisition of Neptune Investment Management Limited on 1st October 2019. Liontrust have issued the following with regards to the take over:
"Following the acquisition, your funds continue to be managed by the same investment team, which is now called the Liontrust Global Equity team, and they are being run according to the same investment process.
The Funds have been renamed to align with the Liontrust branding. We have listed all the changes to the fund names below. One Neptune fund, the Global Income Fund, has been renamed as the Liontrust Global Dividend Fund. This name change is to prevent confusion as Liontrust has a fund called Global Income."
Liontrust have also confirmed that the investment process and managers will remain unchanged.
| Former Fund Name |
New Fund Name |
| Neptune China |
Liontrust China |
| Neptune European Opportunities |
Liontrust European Opportunities |
| Neptune Global Alpha |
Liontrust Global Alpha |
| Neptune Global Equity |
Liontrust Global Equity |
| Neptune Global Income |
Liontrust Global Dividend |
| Neptune Income |
Liontrust Income |
| Neptune India |
Liontrust India |
| Neptune Japan Opportunities |
Liontrust Japan Opportunities |
| Neptune Latin America |
Liontrust Latin America |
| Neptune Russia |
Liontrust Russia |
| Neptune UK Mid Cap |
Liontrust UK Mid Cap |
| Neptune UK Opportunities |
Liontrust UK Opportunities |
| Neptune US Income |
Liontrust US Income |
| Neptune US Opportunities |
Liontrust US Opportunities |
| Neptune Emerging Markets |
Liontrust Emerging Markets |
| Neptune Global Smaller Companies |
Liontrust Global Smaller Companies |
| Neptune Global Technology |
Liontrust Global Technology |
| Neptune Japan Equity |
Liontrust Japan Equity |
| Neptune Balanced |
Liontrust Balanced |
Uploaded - 11 October 2019