Liontrust GF Global Water and Agriculture Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Global Equity

GF Global Water & Agriculture Fund

Hugo Rogers & Kristof Bulkai

The Fund

The Fund has been managed since launch in January 2016 by Hugo Rogers and Kristof Bulkai, who seek to exploit the opportunities created by supply and demand imbalances and subsequent structural change in the water and agriculture (and related energy and environment) sectors. The fund managers invest in companies globally that are best placed to benefit from this change, which they believe is a major driver of investment returns, creating durable excess profits and long-term winners and losers.

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The Global Equity team

Hugo Rogers and Kristof Bulkai
Hugo Rogers & Kristof Bulkai

Hugo Rogers and Kristof Bulkai formerly worked at Thames River Capital and BMO Global Asset Management. Among other previous roles, Hugo was an analyst at Odey Asset Management and Kristof was a European and emerging markets portfolio manager at Griffin Capital.

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The Structural Opportunities Process

The fund managers seek to identify stocks, sectors and countries experiencing mispriced structural or fundamental change. The process aims to exploit opportunities from change because investors are slow and reluctant to recognise fundamental turning points and because markets struggle to price the long duration of returns that structural change drives. Structural changes are typically driven by the progress of the economic cycle, the development of industrial cycles, policy and regulation, mergers, acquisitions or the emergence of new and  disruptive technologies.

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A dispassionate look at 'Trumpflation'

Hugo Rogers

Trump’s election is an emotive topic, but as investors we must make dispassionate assessments. Read more

Latest fund update

GF Global Water and Agriculture Fund

Read the latest update for the Liontrust GF Global Water and Agriculture Fund. Read more


Discrete performance

31-03-2016 -
31-03-2015 -
31-03-2014 -
31-03-2013 -
31-03-2012 -
Liontrust GF Global Water and Agriculture 5.48% N/A N/A N/A N/A
IA Global 28.56% N/A N/A N/A N/A
Liontrust GF Global Water and Agriculture
IA Global
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust GF Global Water and Agriculture 6.44% 8.69% N/A N/A N/A 22.42%
IA Global 9.90% 30.30% N/A N/A N/A 39.39%
To previous working day
Liontrust GF Global Water and Agriculture
IA Global

Risk warning

• Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.  • Investment in Funds managed by the Global Equity Team involves foreign currencies and may be subject to fluctuations in value due to movements in exchange rates.

• The information and opinions provided should not be construed as advice for investment in any product or security mentioned.  • Always research your own investments and consult with a regulated investment adviser before investing.

This share class is hedged so investors do not benefit from or are disadvantaged from any movement in the value of the base currency of the fund against investible currencies. In contrast, if applicable, the index returns are in local currency and the average returns of the sector are in sterling.

Source: Financial Express. Total return. Returns are in local currency. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.


Key fund information

  • Launch date27/01/2016
  • IA sectorIA Global
  • Fund size$3,863,505.83
  • Number of holdings36
Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.
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