UK's Liontrust Appoints Investment Firm To Serve New Portfolio Range

Tom Burroughes

28 April 2014

Momentum Global Investment Management has been appointed by UK-based Liontrust Investment Solutions to provide investment management services for the latter firm’s newly formed IPlus portfolios within Pennine Wealth Solutions.

Liontrust provides discretionary fund management services to PWS and its clients. PWS is gives an investment solution to independent financial advisors, comprising a range of risk-rated portfolios including actively managed growth, income, and passive strategies.

The new IPlus portfolios target returns greater than inflation over the medium to long-term.

The IPlus range includes four portfolios combining real return objectives of consumer price inflation plus 3 to 6 per cent with risk controls. These portfolios are based on Momentum’s UK retail offering, the Factor Series, which targets inflation plus investment returns combined with a robust risk framework.