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The investment objective of the fund is to generate income with the potential for long term (5 years or more) capital growth. The Fund aims to deliver a net target yield of at least the net yield of the FTSE All Share Index each year. The Fund invests at least 80% in shares of UK companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the UK.
Name | Title | Since | Until |
---|---|---|---|
Sam Bealing | - | 2023 | Now |
Dan Ekstein | - | 2022 | Now |
Biography | Dan Ekstein is Co-Fund Manager of the UK Equity Income Fund on the Global Fundamental team. He joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst for three years. Prior to joining Majedie in 2019, Dan worked at UBS Investment Bank where he was Head of European Food Retail Equity Research and previously a Director of Oil & Gas Equity Research. Dan holds a Bachelor of Arts degree in Accounting and Business Management from the University of Sheffield and is a Chartered Accountant (FCA). | ||
Chris Field | Executive Director | 2022 | 2023 |
Biography | Chris Field is Lead Manager of the UK Income Fund, Co-Fund Manager of the UK Equity and UK Focus Funds and Deputy Manager of the Edinburgh Investment Trust. Chris joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for 20 years, and is a member of the Liontrust Global Fundamental team. Before co-founding Majedie in 2002, Chris had been a Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock). Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management) in 1980. Chris holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. | ||
James O'Connor | Co-Manager | 2022 | 2023 |
Biography | James has worked on the Liontrust Income Fund since 2015 and is a Fund Manager. He joined Liontrust in October 2019 from Neptune Investment Management and is a Fund Manager, also undertaking global research as a member of the Global Equity investment team. James is a CFA Charterholder, and prior to joining Neptune, completed his MSc in Education Research at Oxford University. He also holds the equivalent of a first class degree in Psychology and Economics from Harvard University. | ||
Clare P-Bouverie | Portfolio Manager | 2021 | 2022 |
Biography | Clare is Deputy Fund Manager of the Liontrust Income Fund, having joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019. She also covers the consumer sectors for the Global Equity investment team. Prior to joining Neptune, Clare undertook third party research for private equity firms across a variety of industries. Clare graduated from Christ Church College, Oxford University with a first-class BA degree in history. | ||
Robin Geffen | - | 2002 | 2022 |
Biography | Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979. |
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