Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro Equity Income Fund

April 2019 review

Stock and sector specifics drive portfolio in absence of all-encompassing macro narrative. Read more

Liontrust Macro UK Growth Fund

April 2019 review

Stock and sector specifics drive portfolio in absence of all-encompassing macro narrative. Read more

Liontrust UK Smaller Companies Fund

April 2019 review

AB Dynamics and Trifast – both of which count the auto industry among key customers – provide portfolio highlights. Read more

Liontrust UK Micro Cap Fund

April 2019 review

Upbeat investor updates from AB Dynamics and Solid State outweigh K3 Capital profit warning. Read more

Liontrust Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust Global Income Fund

April 2019 review

Defensive stock picks limit Fund gains. Read more

Liontrust European Growth Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust European Income Fund

April 2019 review

Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more

Liontrust European Enhanced Income Fund

April 2019 review

Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more

Liontrust GF European Smaller Companies Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust GF European Strategic Equity Fund

April 2019 review

Short book performance holds back Fund as equity markets continue rally. Read more

Liontrust Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. Read more

Liontrust GF Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. Read more
James Inglis-Jones

Why we’ve raised our net exposure

The Liontrust GF European Strategic Equity Fund has almost doubled its market exposure from 35% to 67%. James Inglis-Jones and Samantha Gleave explain what has driven this change. Read more

The Multi-Asset Process

April 2019 Market Review

Markets continue to scamper up wall of worry amid quiet April. Read more
David Roberts

Has the Fed taken away the punchbowl?

Following interest rates being kept on hold last night, markets reacted strongly to the Chair of the Federal Reserve, Jerome Powell, reiterating his view that the next move will be data dependent and they could go up or down. David Roberts looks at whether this changes anything for markets and investors. Read more
Mike Appleby

Investing towards a net zero emissions world

The government’s official advisers, the Committee on Climate Change (CCC), have recommended this morning that the UK’s greenhouse gas emissions should fall to net zero by 2050. Mike Appleby explains the implications for investors, how the Sustainable Investment team’s portfolios are invested in ingenious, efficient businesses whose profits grow in line with demand for their solutions for greenhouse gases and how investing in this way can help the move to a healthier and cleaner world. Read more
Mike Appleby

Increasing tailwinds behind renewables

With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025. Read more

Liontrust UK Ethical Fund

Q1 2019 review

Top performers in a solid quarter included familiar names such as Softcat and Worldpay. Read more

Liontrust SF UK Growth Fund

Q1 2019 review

Top contributors over a much healthier quarter included GQ Pharmaceuticals, Softcat and Worldpay, all recovering from a tough Q4. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2019 review

Banking exposure key as several names contribute to returns over Q1. Read more

Liontrust SF Managed Fund

Q1 2019 review

Fund added money back into equities and credit over Q1. Read more

Liontrust SF Global Growth Fund

Q1 2019 review

Equities bounce back strongly over the period as markets climb proverbial “wall of worry”. Read more

Liontrust SF European Growth Fund

Q1 2019 review

Top contributors over a solid quarter included Roche, Fresenius and Siemens Gamesa. Read more

Liontrust GF SF European Corporate Bond Fund

Q1 2019 review

Sector allocation in core areas of banks, insurance and telecoms positive over Q1 as asset classes rallies. Read more

Liontrust SF Cautious Managed Fund

Q1 2019 review

Markets bounced in Q1 as risk of policy error and trade war abate. Read more

Liontrust SF Defensive Managed Fund

Q1 2019 review

Top performers over solid first quarter include Cadence Design, SS&C and IQVIA. Read more

Liontrust SF Corporate Bond Fund

Q1 2019 review

Credit and government bonds enjoy strong Q1 on back of dovish central banks. Read more

Liontrust SF Absolute Growth Fund

Q1 2019 review

Managers cut cash from 15% to 4% over the quarter, citing overly negative consensus on Brexit and trade. Read more

Liontrust Monthly Income Bond Fund

Q1 2019 review

Fund took advantage of new issuance at attractive valuations over quarter. Read more

Liontrust European Enhanced Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks; covered call overlay tactically paused. Read more

Liontrust European Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks. Read more

Liontrust GF UK Growth Fund

March 2019 review

Large-cap names feature prominently among risers as FTSE 100 significantly outstrips FTSE 250 return. Read more

Where next for interest rates in the US, Europe and UK?

Olly Russ, Phil Milburn, David Roberts, Jamie Clark and Stuart Steven

With the direction of interest rates looking very much up in the air, we asked some of our fund managers what we should expect from US, European and UK central banks this year. Read more

Liontrust European Growth Fund

March 2019 review

Defensive led rally maintains European equities’ run of gains. Read more

Liontrust Global Income Fund

March 2019 review

Managers remain underweight expensive US equities. Read more

Liontrust GF European Smaller Companies Fund

March 2019 review

Defensive led rally maintains European equities’ run of gains. Read more

Liontrust UK Smaller Companies Fund

March 2019 review

Netcall, Medica and SimplyBiz gains outweigh Proactis disappointment. Read more

Liontrust UK Micro Cap Fund

March 2019 review

Netcall, Medica and SimplyBiz gains outweigh Proactis disappointment; new position initiated in Diaceutics. Read more

Liontrust UK Growth Fund

March 2019 review

Large-cap names feature prominently among risers as FTSE 100 significantly outstrips FTSE 250 return. Read more

Liontrust Special Situations Fund

March 2019 review

Topping up into weakness as Renishaw shares drop on end-market cyclicality. Read more

Liontrust GF Special Situations Fund

March 2019 review

Topping up into weakness as Renishaw shares drop on end-market cyclicality. Read more

Liontrust Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust GF Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust GF European Strategic Equity Fund

March 2019 review

Long and short book contribute to returns as market continues year-to-date strength. Read more

Liontrust Macro UK Growth Fund

March 2019 review

Market and portfolio dynamics driven by trajectory of global interest rates and the convolutions of Brexit. Read more

Liontrust Macro Equity Income Fund

March 2019 review

Market and portfolio dynamics driven by trajectory of global interest rates and the convolutions of Brexit. Read more