About the MA MPS Blended Income Portfolios
The Liontrust Multi-Asset MPS Blended Income portfolio range is designed to target the outcome expected by investors in terms of their level of risk, as measured by volatility, maximise the return for each portfolio within the appropriate risk band, and to try to deliver an attractive and rising level of income as well as long-term capital growth.
These portfolios are for investors seeking a cost-effective investment solution that combines passive with good quality active investment managers who we expect to outperform the relevant indices over the medium to long term.
The portfolios use passive funds where it is appropriate to do so and they are available and use actively managed funds where they believe the opportunity to deliver higher returns is greatest or where passive funds are not an option.
The higher the risk of the portfolio within the range, the greater the potential for volatility, positive returns on the upside and losses in down markets.
Each of the Multi-Asset portfolios within the range provide diversification across a range of different underlying funds, fund managers, geographical regions and asset classes.
Clients can stay invested in the service through the accumulation and decumulation phases of their lives as their risk profile changes.
Key literature
https://edge.sitecorecloud.io/liontrustfuf266-liontrust2783-production23a6-d70e/media/liontrust/files/multi-asset/funds/liontrust-ma-performance-review--outlook.pdfReasons to invest
- Experience: One of the most experienced and highly regarded multi-asset multi-manager investment teams in the UK market, headed by John Husselbee
- Diversification: Each portfolio provides diversification across a range of different funds, fund managers, geographical regions and asset classes
- Long-term flexibility: Investors can switch between the range of portfolios as their risk profile and objectives change during the accumulation and decumulation phases of their lives
- Rigorous process: The investment process is designed to deliver the outcome expected by investors and aims to generate maximum returns for each target risk portfolio within the pre-determined volatility ranges
- Added value: We seek to add value through each of strategic and quarterly asset allocation, fund selection and portfolio construction
- Costs: We aim to keep costs to a minimum and are often able to invest in underlying funds on better terms than those commonly available
Our Investment Process
BC004 - Horizontal Scroll
A range of portfolios for different risk profiles
Fund insights
Multi-Asset team
The investment team has extensive experience of Multi-Asset, equity and fixed income investing. Collectively, they have managed funds and portfolios for many decades through different economic and market cycles, and each member contributes to every stage of the investment process. The team was enhanced by the integration of the Liontrust Global Fixed Income (GFI) at the start of 2025 and benefits from being able to tap into the knowledge, insights and experience of the other investment teams at Liontrust, who primarily invest in equities. The team is headed by John Husselbee, who joined Liontrust in 2013 and was previously a co-founder and CIO of North Investment Partners, Director of Multi-Manager Investments at Henderson Global Investors, and NM Rothschild & Sons.
"A key objective in terms of performance is to strive to 'win over the long term by not losing.' We aim to achieve this by seeking to manage risk and limit losses in falling markets to enhance long-term returns in each risk target."
Key Risks
Past performance does not predict future returns. You may get back less than you originally invested.
We recommend this fund is held long term (minimum period of 5 years). We recommend that you hold this fund as part of a diversified portfolio of investments
- Credit Risk: There is a risk that an investment will fail to make required payments and this may reduce the income paid to the fund, or its capital value;
- Counterparty Risk: The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss;
- Liquidity Risk: If underlying funds suspend or defer the payment of redemption proceeds, the Fund's ability to meet redemption requests may also be affected;
- Interest Rate Risk: Fluctuations in interest rates may affect the value of the Fund and your investment;
- Derivatives Risk: Some of the underlying funds may invest in derivatives, which can, in some circumstances, create wider fluctuations in their prices over time;
- Emerging Markets: The Fund may invest in less economically developed markets (emerging markets) which can involve greater risks than well developed economies;
- Currency Risk: The Fund invests in overseas markets and the value of the Fund may fall or rise as a result of changes in exchange rates.
- Index Tracking Risk: The performance of any passive funds used may not exactly track that of their Indices.
- ESG Risk: there may be limitations to the availability, completeness or accuracy of ESG information from third-party providers, or inconsistencies in the consideration of ESG factors across different third party data providers, given the evolving nature of ESG.
The issue of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Investments should always be considered as long term.
Disclaimer
This material is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.co.uk or direct from Liontrust. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.
