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RATING RETAINED

Liontrust Special Situations, UK Smaller Companies, and UK Growth Rating Retentions

Posted @ 09/01/2025 12:18 Posted in Ratings Roundup

Following the recent announcement that Julian Fosh, senior member of the highly regarded Economic Advantage (EA) team at Liontrust, retired at the end of December 2024, we have retained the AA ratings on the Liontrust Special Situations and UK Smaller Companies funds, and the A rating on the Liontrust UK Growth fund. We recognise Mr Fosh is one of the more experienced members of this well established team, but we feel the highly collegiate nature and common investment philosophy shared across the remaining members mitigates his departure from the business.

We would also like to take this opportunity to congratulate Mr Fosh on a long and successful career and wish him all the best in his retirement.

For more information:

Visit the Liontrust Special Situations Fund page

Visit the Liontrust UK Smaller Companies Fund page

Visit the Liontrust UK Growth Fund page

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Ratings Roundup

Front_RatingsRoundupDetail

RATING RETAINED

Liontrust Special Situations, UK Smaller Companies, and UK Growth Rating Retentions

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