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Liontrust completes takeover of Neptune

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

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