Liontrust's Geffen slides out of Sanlam Income Study's White List

Liontrust Income falls 19 places into grey list

Robin Geffen’s Liontrust Income fund tumbled down Sanlam's half-yearly Income Study to fall off the White List as Aviva Investors UK Listed Equity Income replaced it at the top.

Geffen's then-Neptune Income fund surged to lead the White List for the first half of 2019, having jumped 25 places, but saw its fortunes reverse through the course of the second half of 2019. It subsequently fell to 19th place, meaning it now sits near the top of the Grey List. Replacing it in first place is Chris Murphy and James Balfour's offering. Despite not ranking number one under any of the metrics Sanlam uses to create the list, it is securely placed in the first and second quartile across the study's volatility, income and performance criteria, resulting in its first-place posi...