Liontrust announces that Rebecca Shelley will join the Board of the Company as a Non-executive Director with effect from 1 November 2021. Rebecca brings extensive commercial and financial services experience to the Board, as well as her background of market-facing roles at listed companies.
Having been Investor Relations and Corporate Communications Director at Norwich Union plc from 1998-2000, Rebecca moved to Prudential plc in 2000, starting as Investor Relations Director, and then became Group Communications Director with a seat on their Group Executive Committee.
From 2012 to 2016, Rebecca was the Group Communications Director of Tesco plc and a member of their Executive Committee. During this time, she held positions on the board of the British Retail Consortium and was a trustee of the Institute of Grocery Distribution. Most recently Rebecca spent three years at TP ICAP plc as Group Corporate Affairs Director and was a member of their Global Executive Committee.
She holds a BA (Hons) in Philosophy and Literature from the University of Warwick and has an MBA in International Business and Marketing from Cass Business School. Rebecca is also a Non-executive Director at Sabre Insurance Group Plc, Hilton Food Group Plc, and ARRACO Global Markets.
“On behalf of the Directors, I would like to welcome Rebecca to the Board. She has a wealth of experience, knowledge and insights in financial services and at listed companies that will be an invaluable addition for us as Liontrust continues to expand its investment capability and proposition.”Alastair Barbour, Non-executive Chairman, Liontrust
Liontrust has also hit £35.7bn AuMA. Net inflows of £1.1 billion in the three months ended 30 September 2021 and £2.1 billion for the six months ended 30 September 2021. Assets under management and advice (“AuMA“) were £35.7 billion as at 30 September 2021, an increase of 15% over the half year. AuMA as at 8 October 2021 were £35.3 billion.
“By placing investors at the heart of our business and delivering first-class communication and support, coupled with strong long-term performance, Liontrust has enjoyed another successful three months. We have generated net inflows of £1.1 billion in the quarter to take the total to £2.1 billion since the start of the financial year on 1 April 2021, and our AuMA has risen to £35.7 billion.
Clients demanding a more sustainable outcome from their investments continue to drive strong flows into our Sustainable Future funds. The quality and integrity of the Sustainable Investment team, built over a 20-year track record of successful investing, has enabled them to clearly differentiate themselves at a time of many new fund launches.
The focus on sustainability, including by investors, will become even greater in the run up to November’s COP26 in Glasgow. The energy transition has long been a theme of the Liontrust Sustainable Future funds to help mitigate climate change and over the past 18 months the team have been engaging with the companies they are invested in to get firm commitments on reducing absolute levels of emissions at a rate consistent with a 1.5 degree global average temperature rise.
The team’s continued excellence has been demonstrated by recently winning a further three awards. SF Global Growth won Best Sustainable & ESG Equity Fund and SF Managed won Best Sustainable & ESG Multi-Asset Fund at the Investment Week Sustainable & ESG Investment Awards. SF Managed Growth also won the Best Ethical/Sustainable – Active fund award at the AJ Bell Fund and Investment Trust Awards.
These followed Liontrust SF Global Growth, SF Managed Growth and SF Managed all winning awards at Incisive Media’s Fund Manager of the Year Awards in July, along with Liontrust winning the Global Group of the Year Award.
The strong long-term performance and rigorous investment process of the funds managed by the Economic Advantage team has been reflected in its AuMA going through £10 billion.
The breadth of Liontrust’s investment expertise has also been demonstrated by the continued independent recognition of our other teams and funds. The latest is Liontrust winning the Moneyfacts’ Award for Best Multi-Manager Provider, which is the 8th year running for the Multi-Asset funds.
This Award is voted for by financial advisers and is testament to the help we seek to give advisers with suitability, delivering the outcomes they and their clients expect through a robust long-term investment process and providing a first-class service.
The Multi-Asset investment team is currently on nationwide roadshows supporting our clients and presenting their funds and portfolios to financial advisers.
We welcome Rebecca Shelley who is joining the Board of the Company as a Non-executive Director from 1 November 2021. Rebecca has extensive experience in financial services and listed companies as a Non-executive Director. Rebecca will be a valuable addition to the Board.
The excellence of the Liontrust investment teams and their long-term performance, the power of the brand, the strength of our client relationships and communications, and robust operations gives me great confidence that we will continue our growth.”John Ions, Chief Executive, Liontrust