Liontrust GF European Strategic Equity Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Cashflow Solution

GF European Strategic Equity Fund

James Inglis-Jones & Samantha Gleave

The Fund

The Fund has been managed since launch in April 2014 by James Inglis-Jones and Samantha Gleave. The fund managers seek to deliver a positive absolute return over the long term by taking long and short positions, primarily in European companies. The Fund buys companies that can generate strong cash returns from their capital and appear cheap on these cash flows and shorts companies that are both expensive and struggling to generate cash.

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The Cashflow Solution team

Liontrust Cashflow Solution team
James Inglis-Jones & Samantha Gleave

James Inglis-Jones and Samantha Gleave have over 40 years of combined experience and 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. They sell short stocks that are expensive, are struggling to generate any cash and are run by management investing heavily for future growth.

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What does the BoE’s rate hint mean for stock pickers?

Samantha Gleave

The Bank of England has today (14 September) indicated that rates could rise sooner than had been expected. Samantha Gleave analyses what policy tightening means for bottom-up stock-picking investors. Read more

Latest fund update

GF European Strategic Equity Fund

Read the latest update for the Liontrust GF European Strategic Equity Fund.

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FTAdviser 100 Club awards 2017 - Best Absolute Return Fund - Liontrust GF European Strategic Equity Fund
Liontrust GF European Strategic Equity Fund
FTAdviser 100 Club Awards 2017
Best Absolute Return Fund
SharingAlpha - Highly Rated Fund
Liontrust GF European Strategic Equity Fund
SharingAlpha: Highly Rated
Citywire - Fund Manager rated +
James Inglis-Jones
Citywire Manager rating: +
Citywire - Fund Manager rated +
Samantha Gleave
Citywire Manager rating: +


Discrete performance

31-12-2016 -
31-12-2015 -
31-12-2014 -
31-12-2013 -
31-12-2012 -
Liontrust GF European Strategic Equity 4.87% 5.39% 6.03% N/A N/A
IA Targeted Absolute Return 3.39% 1.06% 2.41% N/A N/A
Liontrust GF European Strategic Equity
IA Targeted Absolute Return
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust GF European Strategic Equity 4.30% 2.92% 16.80% N/A N/A 27.29%
IA Targeted Absolute Return 0.55% 2.63% 6.01% N/A N/A 9.64%
To previous working day
Liontrust GF European Strategic Equity
IA Targeted Absolute Return

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 Cashflow Solution 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. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. 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. Returns are in local currency.

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 date15/02/2012
  • IA sectorIA Targeted Absolute Return
  • Fund size€119,059,725.00
  • Number of holdings145
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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