Posts:

Fund manager

Funds:

Martyn Jones

Healthy investing

Martyn Jones explains how companies can help people achieve a better lifestyle through healthier eating and physical activity, while also potentially benefitting financially. Read more
John Husselbee

2017 in review – and a glance towards 2018

As many predicted, the twin forces of Brexit and Donald Trump have dominated headlines in a year of elections, nuclear sabre rattling and, for the most part, rising markets. John Husselbee looks back at the key events of 2017 and forward to next year – with more Trump, more Brexit and a side order of policy normalisation to keep things exciting. Read more

The Multi-Asset Process

November 2017 market review

John Husselbee casts an eye over developments over the month, with a thin Budget announcement in the UK and controversy surrounding proposed tax cuts in the US. Read more
Neil Brown

Banking on returns

Neil Brown describes how banks can drive shareholder returns by being a powerful force for good for their customers. Read more

Liontrust GF European Strategic Equity Fund

November 2017 review

Short book unable to offset broad market weakness. Read more
Stephen Bailey

Housebuilders’ prospects remain underpinned

Housebuilders’ share prices suffered last week when the Chancellor announced a review into ‘land banking’ in the Budget. Stephen Bailey explains why he thinks there has been an overreaction to news of the review and why housebuilders’ prospects are underpinned by the continued imbalance of supply and demand in the housing market. Read more
John Husselbee

Winning by not losing: parking the fund management bus

Defensive tactics in football often come under fire but can form the basis of a title-winning campaign. A key part of our investment approach is winning by not losing, meaning we focus as much on avoiding losses as we do on generating gains, and we believe this can help to produce long-term wealth creation. Read more
Mike Appleby

Lower CO2 emissions from Liontrust Sustainable Future Funds

Analysis shows the Liontrust Sustainable Future Funds continue to emit significantly less CO2 – on average emitting 65% less carbon dioxide from their operations than their benchmarks, as the illustration and chart show. Read more
Neil Brown

The investment opportunity in ‘Fossil Fuel Free’

Neil Brown discusses how Liontrust’s Sustainable Future Funds benefit from investing in businesses that are profiting from the ‘Fossil Free’ movement. Read more
Mark Williams

Shopping for Chinese consumer stocks

Last Saturday's Singles Day, the Chinese equivalent of Black Friday, generated more than $25bn in sales for Alibaba alone. Mark Williams explains how consumption growth in Asia is leading to investment opportunities for the Liontrust Asia Income Fund. Read more

Liontrust Asia Income Fund

October 2017 portfolio changes

Adding a position in market leading Chinese clothing company. Read more
Olly Russ

Are the stars aligning for European equities?

Olly Russ explains why the earnings dynamic in Europe has changed and why he is optimistic about the political and economic outlook for the continent. Read more

Liontrust Special Situations Fund

October 2017 review

Craneware leads strong contribution from Fund’s mid and small-caps. Read more

Liontrust UK Growth Fund

October 2017 review

Domino’s Pizza Q3 statement reassures after sales growth slowdown earlier in year. Read more

Liontrust UK Micro Cap Fund

October 2017 review

Contrasting fortunes for Vianet and Netcall as investors digest acquisitions. Read more

Liontrust UK Smaller Companies Fund

October 2017 review

Bullish dotdigital, Learning Technologies updates help Fund outperform. Read more

Liontrust GF Special Situations Fund

October 2017 review

Craneware leads strong contribution from Fund’s mid and small-caps. Read more

Liontrust European Enhanced Income Fund

October 2017 review

Dovish interpretation of ECB announcement lifts European markets. Read more

Liontrust European Income Fund

October 2017 review

Dovish interpretation of ECB announcement lifts European markets. Read more
Neil Brown

Road to prosperity

The United Nations has targets to halve the number of deaths and injuries from road traffic accidents by 2020. This is not only the right thing to do but is also profitable for those companies that can develop the technologies that will deliver this target. Read more

Liontrust Global Income Fund

October 2017 review

US and Japanese equity rally causes Fund returns to lag. Read more

Liontrust European Growth Fund

October 2017 review

ECB’s QE plans help lift European stocks. Read more

Liontrust Macro UK Growth Fund

October 2017 review

Building material stocks gain after extra government housing spending is announced. Read more

Liontrust Macro Equity Income Fund

October 2017 review

Data Growth and Global Pharma themes hold back Fund returns. Read more

Liontrust GF European Smaller Companies Fund

October 2017 review

Energy holdings rally as oil hits two year high. Read more

Liontrust GF European Strategic Equity Fund

October 2017 review

Energy holdings rally as oil hits two year high. Read more

Liontrust GF Asia Income Fund

October 2017 portfolio changes

Adding a position in market leading Chinese clothing company. Read more

The Multi-Asset Process

October 2017 market review

The Bank of England and Federal Reserve have wrestled some of the news agenda away from political uncertainty with a rise in interest rates and a new chair. John Husselbee looks at the implications. Read more
Mike Appleby

How the Sustainable Future funds are aligned with the Sustainable Development Goals

We have been asked by clients to show how the companies we invest in for our Sustainable Future range of funds are aligned with the United Nations’ Sustainable Development Goals (SDG). Read more
John Husselbee

Is it worth waiting for a correction?

Last week’s first interest rate rise in the UK for 10 years was widely trumpeted as a boon for savers, with deposit rates having been pinned close to zero since 2009. Read more
Peter Michaelis

The investment case for “doing good”

Sustainable investment is not only for investors who want their investments to “do good” and benefit society. We believe there is also a compelling investment case for all investors taking this approach. This is because long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver attractive returns for investors as well. Read more

Liontrust’s Ghoulish Gallery

Matt Tonge, Mike Appleby, Stephen Bailey, Olly Russ, John Husselbee, Mark Williams & James Inglis-Jones

Our fund managers highlight the charts, stats and facts with the potential to spook investors this Halloween and explain how their portfolios are positioned to withstand them. Read more
Peter Michaelis

Investing for tomorrow, today

Sustainability is an increasingly important theme for today’s consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. Sustainable investment also has the potential to have positive impacts on society and to deliver attractive returns for investors as well. Read more
Mike Appleby

Sustainable business

Sustainable investment offers business opportunities to advisers because we believe that interest in and demand for this area will only continue to grow. Read more
John Husselbee

The best of times, the worst of times

We are living through a time of historic contradictions: political turbulence and yet market highs and low market volatility. John Husselbee analyses four potential triggers that might lead to market falls in the second half of the year. Read more

Liontrust UK Ethical Fund

Q3 to end September 2017 review

Porvair sold down in a strong Q3 due to animal testing criteria. Read more

Liontrust SF UK Growth Fund

Q3 to end September 2017 review

Sophos, Worldpay and RPC were key holdings in Q3, with Gym Group a new addition to the portfolio. Read more

Liontrust SF Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with names including ASML and Sophos leading the charge. Read more

Liontrust SF Global Growth Fund

Q3 to end September 2017 review

ASML, Keyence and Alexion play key roles in returns over Q3. Read more

Liontrust SF European Growth Fund

Q3 to end September 2017 review

ASML, DNB and Kingspan contribute towards returns in Q3. Read more

Liontrust SF Defensive Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with outperformance from names including ASML and Sophos but a weaker period for Acuity Brands. Read more

Liontrust SF Corporate Bond Fund

Q3 to end September 2017 review

Overweight in insurance and underweight duration positions were key in Q3. Read more

Liontrust SF Cautious Managed Fund

Q3 to end September 2017 review

Overweights to global and UK equities, and underweights to cash and government bonds, remain key asset allocation decisions. Read more

Liontrust Monthly Income Bond Fund

Q3 to end September 2017 review

Performance drivers include stock selection in the bank, utility, insurance and telecom sectors. Read more

Liontrust SF Absolute Growth Fund

Q3 to end September 2017 review

In a strong quarter for equities overall, Keyence and Alexion have been standouts. Read more

Liontrust European Growth Fund

September 2017 review

Energy stocks dominate risers as oil price gains 10%. Read more

Liontrust Global Income Fund

September 2017 review

Rise in bond yields hurts some high-yield equity sectors. Read more

Liontrust GF European Smaller Companies Fund

September 2017 review

Benign small cap backdrop allows gains for many holdings. Read more

Liontrust GF European Strategic Equity Fund

September 2017 review

Long book participates in market rally but short book sees weakness. Read more

Liontrust GF Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more