Documentation
We have completed our reviews in line with enhanced expectations for the Product & Services and Price & Value outcomes. The documentation available here is provided for distributors to complete their own assessments.
If you have any information on poor outcomes or harm in the distribution chain please report these here consumerduty@liontrust.co.uk.
Liontrust Funds Assessment of Value Report
Edinburgh Investment Trust Target Market Assessment
Liontrust Funds EMT
Liontrust MPS & WSS EMT style document
Liontrust Irish Domiciled Funds (EU Investors) Target Market Assessment
Liontrust Irish Domiciled Funds (UK Investors) Target Market Assessment
Liontrust Multi-Asset Funds Target Market Assessment
Liontrust Multi-Asset MPS Target Market Assessment
Liontrust Multi-Asset WSS Target Market Assessment
Liontrust Sustainable Funds Target Market Assessment
Further information
Learn more about how we monitor outcomes and approach vulnerability and accessibility.
