Trading Update “Liontrust went into the pandemic in a strong position and by maintaining the processes put in place over the past decade, we have been able to deliver net inflows of £1 billion in the quarter. This takes net inflows for the year to £3.5 billion.” John Ions, Chief Executive, Liontrust Download
Success stories in the UK micro cap space Since its launch 5 years ago, a number of stocks have left the Liontrust UK Micro Cap Fund because they have been so successful they have outgrown the portfolio. Victoria Stevens highlights such companies and others that could follow. Read more
Bond markets during a global pandemic David Roberts, Head of Fixed Income at Liontrust, analyses how bond markets have reacted to the pandemic over the past year and what this means for investors. Read more
Scam emails and websites Occasionally websites appear that pretend to be Liontrust but which do not belong to us and are trying to get hold of your money fraudulently. There have also been recent instances of investors receiving emails from people impersonating Liontrust. We report these websites and emails to the appropriate authorities as soon as we become aware of them. Please beware of this illegal activity and look for liontrust.co.uk in the website name and email address. If you are suspicious of any communication purportedly from Liontrust, please contact us to confirm the website or email is legitimate by emailing us at info@liontrust.co.uk or calling 020 7412 1700. More on online security
Financial Reporting Council Stewardship Code Liontrust welcomes the 12 Principles set out in the FRC’s UK Stewardship Code 2020 (“the Code”). We take seriously our role as custodians of client assets and Liontrust’s stewardship responsibilities. Find out more
Do you really own a bond fund? Bonds are thought of as a relatively stable asset class, which offer diversification from equity risk. But that isn’t always the case. David Roberts explains how some bonds are more closely correlated with equities than the wider bond market and why it is imperative that investors are selective about which bonds they include in their portfolios. Read more
Fixed Income: horses for all courses Concerns about inflationary pressures have prompted a rise in yields and a fall in prices in bond markets this year. James Klempster outlines the outlook for fixed income markets and how they play different roles within our Multi-Asset target risk funds. Read more
Finding the next FAAMGs among global small caps Anyone buying 304 shares in Amazon in 1997 for a total cost of around $526 would now be a dollar millionaire. In this article, Robin Geffen highlights how to identify the tech giants of the future. Read more
What does the outperformance of active funds tell us? Active funds in aggregate have generally outperformed passives over the past year. The Liontrust Multi-Asset investment team examines the reasons for this, what this tells us about the current environment for equities and the positioning of the Multi-Asset funds. Read more
Multi-Asset’s current Tactical Asset Allocation Will we be enjoying a roaring ‘20s, a return of inflationary pressures, and which asset classes offer the greatest investment opportunities? The Liontrust Multi-Asset team provides their latest medium term view of asset classes. Read more
Active stewardship: building trust through integrity Harriet Parker explains why engagement is key to driving positive change at companies as well as dealing with controversies. Read more
Sector review: A positive case for the UK While global stock markets hit record highs in 2020, the FTSE 100 Index suffered a 14% decline. Jen Causton explains why the Liontrust Multi-Asset team see the UK as a strong bounceback candidate this year and which funds they favour to benefit from this. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More