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Bids, Mergers and Takeovers

Liontrust to acquire ATI

15 December 2016 07:36

Liontrust Asset Management has entered into a conditional share purchase agreement with Alliance Trust to purchase the entire issued share capital of Alliance Trust Investments Limited for up to £30 million, inclusive of the net asset value of ATI.

The proposed acquisition includes the highly rated fund management team at ATI headed by Peter Michaelis. The team has vast experience of and a long-term pedigree in sustainable investment.

On completion, the ATI investment team will continue to manage the sub-funds of the Alliance Trust Sustainable Future ICVC (the SF Absolute Growth Fund, SF Cautious Managed Fund, SF Corporate Bond Fund, SF Defensive Managed Fund, SF European Growth Fund, SF Global Growth Fund, SF Managed Fund, UK Ethical Fund and SF UK Growth Fund), the sub-fund of the Alliance Trust Investment Funds ICVC (Monthly Income Bond Fund), the SF Pan-European Equity (a sub-fund of Luxcellence SICAV) and one institutional segregated account.

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