Liontrust European Growth Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Cashflow Solution

European Growth Fund

James Inglis-Jones & Samantha Gleave

The Fund

The Fund has been managed since launch in November 2006 by James Inglis-Jones, and he was joined by Samantha Gleave in 2012. The Fund aims to deliver capital growth over the long term (5 years or more) by using the Cashflow Solution process to identify and invest in companies incorporated, domiciled, listed or which conduct significant business in the EEA (European Economic Area) and Switzerland. The Fund has an equally weighted portfolio.

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The Cashflow Solution team

Liontrust Cashflow Solution team
The Cashflow Solution Team

James Inglis-Jones (left) and Samantha Gleave (right) first worked together in 1998. James has previously managed money at Fleming Investment Management, JP Morgan Fleming and Polar Capital while Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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The Cashflow Solution Process

The process is based on the belief the most important determinant of shareholder returns is company cash flows. The fund managers invest in companies that generate strong cash returns from their capital, appear cheap on those cash flows and are run by managers committed to an intelligent use of capital.

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Should investors protect against further falls or position for a rebound?

James Inglis-Jones

James Inglis-Jones explains why a change in behaviour by businesses and investors in response to Covid-19 points to a more positive 12-month outlook for equity... Read more

Awards and ratings

Money Observer Fund Awards - Best Europe Fund - Liontrust European Growth
Liontrust European Growth Fund
Money Observer Fund Awards 2017 - Best Europe Fund
Investment Week Fund Manager of the Year Awards 2017 - Liontrust European Growth Fund
Liontrust European Growth Fund
IW Fund Manager of the Year Awards 2017 - Europe
Rayner Spencer Mills - R Rated Fund
Liontrust European Growth Fund
Rayner Spencer Mills rated
Morningstar Sustainability rated 4
Liontrust European Growth Fund
Morningstar Sustainability Rating: 4

Latest fund update

European Growth Fund

Read the latest update for the Liontrust European Growth Fund.



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Square Mile Rated A - Liontrust
Liontrust European Growth Fund
Square Mile rating: A

Performance*

Discrete performance

31-03-2019 -
31-03-2020
31-03-2018 -
31-03-2019
31-03-2017 -
31-03-2018
31-03-2016 -
31-03-2017
31-03-2015 -
31-03-2016
Liontrust European Growth -8.35% -0.12% 0.57% 30.27% 8.37%
IA Europe Excluding UK -9.37% -1.20% 5.62% 23.72% -1.78%
MSCI Europe ex UK -11.22% 3.00% 2.85% 17.64% -12.63%
Liontrust European Growth
IA Europe Excluding UK
MSCI Europe ex UK
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust European Growth 0.04% 7.70% 0.77% 52.53% 144.94% 170.29%
IA Europe Excluding UK -1.54% 3.57% 2.70% 34.01% 122.06% 112.24%
MSCI Europe ex UK -4.85% 3.27% 3.79% 12.38% 90.85% 43.01%
To previous working day
Liontrust European Growth
IA Europe Excluding UK
MSCI Europe ex UK

Key Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Investment in Funds managed by the Cashflow Solution team involves foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The Liontrust European Growth Fund holds a concentrated portfolio of stocks, if the price of one of these stocks should move significantly, this may have a notable effect on the value of the respective portfolio. The Liontrust Global Income Fund's expenses are charged to capital. This has the effect of increasing dividends while constraining capital appreciation.


Disclaimer

The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.


Source: Financial Express, total return, bid-to-bid. Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use.


© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

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.

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Key fund information

  • Launch date11/15/2006
  • IA sectorIA Europe Excluding UK
  • Fund size£123,721,764.21
  • Number of holdings33
  • Active Share85.49%

Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.

Active Share: The percentage of a portfolio invested differently to its benchmark. A 100% active share is a portfolio with no weightings in the benchmark, a 0% active share is a portfolio identical to the benchmark.

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