1 October 2019 – Liontrust has completed its acquisition of Neptune Investment Management Ltd.
The Neptune investment team, headed by Robin Geffen and which is now called the Liontrust Global Equity team, has joined Liontrust along with their 19 global, income, regional and emerging markets funds.
The 19 Neptune funds have been rebranded with immediate effect. The investment process and managers will remain unchanged.
Commenting on the acquisition, a spokesperson said “It broadens Liontrust's fund range and investment skills predominantly in areas not covered by our current eight investment teams.”
Most new fund names are simply a change from 'Neptune' to 'Liontrust', with the exception of Neptune Global Income fund which will be called Liontrust Global Dividend to prevent confusion with the existing Liontrust Global Income fund.
|Previous name||New 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|