Month

Year

Posts:

Fund manager

Funds:

Liontrust GF SF European Corporate Bond Fund

Q2 2020 review

Returning risk appetite and improving technicals support Q2 rebound for corporate bonds. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2020 review

ASML and Infineon among top performers in strong quarter for equities. Read more

Liontrust SF UK Growth Fund

Q2 2020 review

Top holdings include Croda International, Ceres Power and Oxford BioMedica in strong Q2 for equities. Read more

Liontrust SF European Growth Fund

Q2 2020 review

'Connecting people' theme continues to accelerate, with top performers including Cellnex and TeamViewer. Read more

Liontrust SF Defensive Managed Fund

Q2 2020 review

Cellnex, Cadence Design Systems and IQVIA feature among top names in Q2. Read more

Liontrust SF Cautious Managed Fund

Q2 2020 review

Fund adds to favoured names suffering short-term weakness, including Hella, Prudential and Puma. Read more

Liontrust SF Managed Growth Fund

Q2 2020 review

Paypal, Docusign and Trupanion lead the way in much stronger Q2 for equities. Read more

Liontrust SF Managed Fund

Q2 2020 review

Global ex-UK equity portfolio key to outperformance in second quarter. Read more

Liontrust SF Global Growth Fund

Q2 2020 review

'Connecting people' theme among those accelerating in current environment. Read more

Liontrust GF SF Global Growth Fund

Q2 2020 review

Intuitive Surgical added to portfolio during stronger quarter for equities. Read more

Liontrust India Fund

H1 2020 review

The Fund kept pace with the market recovery, outperforming the market in the second quarter, benefiting from a significant overweight in the strongly performing healthcare sector. Read more

Liontrust Global Smaller Companies Fund

H1 2020 review

Software remains a favoured sub-sector in the Fund, with certain products uniquely positioned in this crisis in that they still serve mission critical functions for businesses to continue to operate. Read more

Liontrust Global Equity Fund

H1 2020 review

Several disruptive trends (such as e-commerce and digitalization) have been accelerated by the COVID crisis and many of our holdings have benefited. Read more

Liontrust Income Fund

H1 2020 review

The Fund’s three-silo approach, which nullifies style risk and allows us to run a style-agnostic portfolio, has been a very important driver to returns over the first half of the year. Read more

Liontrust Global Technology Fund

H1 2020 review

We continue to focus our investments on themes and companies already on solid growth trends for which, fortunately, the impact of the Covid-19 crisis will be minimal or even positive. Read more

Liontrust Japan Equity Fund

H1 2020 review

The Fund’s underlying equity portfolio benefited from it containing mostly the shares of larger capitalised companies which in aggregate outperformed those of the other capitalisation categories. Read more

Liontrust Russia Fund

H1 2020 review

The Fund continues to offer diversified exposure in sectors that aren’t present in the benchmark, such as the IT and industrials sectors. Read more

Liontrust Latin America Fund

H1 2020 review

Coronavirus hit Latin America later than many parts of the world and cases in the region are still rising, although they appear to be decelerating and are expected to peak over the next month or two. Read more

Liontrust Japan Opportunities Fund

H1 2020 review

The substantial overweights in the consumer discretionary, industrials and information technology sectors all hindered performance. Read more

Liontrust US Income Fund

H1 2020 review

We continue to believe that our central theme of disruption will be a key determinant of those companies which can get back to sustainable growing dividends and those that can’t, Read more

Liontrust US Opportunities Fund

H1 2020 review

We have made just a handful changes to the portfolio and have been focusing our attention on companies and industries which we think we will structural beneficiaries of the post-COVID world. Read more

Liontrust European Opportunities Fund

H1 2020 review

Our focus has been on the liquidity and balance sheet strength of our holdings to ensure they are well positioned to manage the crisis and benefit from the subsequent recovery. Read more

Liontrust Emerging Markets Fund

H1 2020 review

Emerging markets stand to benefit from the continued incremental increase in social mobility as lockdown continues to ease. Read more

Liontrust China Fund

H1 2020 review

Over this half, we took advantage of the dip in the markets to enter into positions in the IT sector which we previously thought were overvalued. Read more

Liontrust Balanced Fund

H1 2020 review

Tech companies, particularly those in popular, fast growing industries like software and e-commerce, have continued to outperform on both an operational level and in equity markets. Read more

Liontrust Global Alpha Fund

H1 2020 review

Software remains a favoured sub-sector in the Fund, with certain products uniquely positioned in this crisis in that they still serve mission critical functions for businesses to continue to operate. Read more

Liontrust Global Dividend Fund

H1 2020 review

We maintain the view that many companies will be unable to catch up during this digital transformation and global leading businesses will continue to extend their leadership positions. Read more

Liontrust Asia Income Fund

June 2020 review

Efforts to contain the spread of the virus will lead to volatility, but we remain positive on the prospects for Asia and continue to focus on areas which will benefit from structural demand trends. Read more

Liontrust Global Dividend Fund

June 2020 review

We maintain the view that many companies slow to embrace digital transformation will be unable to catch up and global leading businesses will continue to extend their leadership position. Read more

Liontrust GF European Smaller Companies

June 2020 review

Industrial holdings drag on Fund performance. Read more

Liontrust European Growth Fund

June 2020 review

AP Moller-Maersk rises after better than expected second quarter update. Read more

Liontrust GF European Strategic Equity Fund

June 2020 review

Investor preference for growth stocks weighs on Fund. Read more

Liontrust Global Income Fund

June 2020 review

Mining stocks the pick of the bunch as global equities continue rebound. Read more

Liontrust GF Special Situations Fund

June 2020 review

New positions added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist, and currency consultant Alpha FX. Read more

Liontrust UK Smaller Companies Fund

June 2020 review

New positions added in Eckoh, the software solutions provider for contact centres, and currency consultant Alpha FX. Read more

Liontrust UK Micro Cap Fund

June 2020 review

Intercede Group and Eckoh Group rally on evidence of operational insulation from Covid-19 crisis but profit margins down at Mind Gym. Read more

Liontrust GF UK Growth Fund

June 2020 review

New position added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist. Read more

Liontrust UK Growth Fund

June 2020 review

New position added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist. Read more

Liontrust Special Situations Fund

June 2020 review

New positions added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist, and currency consultant Alpha FX. Read more

Liontrust GF High Yield Bond Fund

Q2 2020 review

High yield market, fuelled by the actions of central banks, produced its best quarterly return since Q3 2009. Read more

Liontrust Strategic Bond Fund

June 2020 review

Some profit taken in corporate bonds but Fund remains above neutral weights of 50% investment grade and 20% high yield. Read more

Liontrust GF Strategic Bond Fund

June 2020 review

Some profit taken in corporate bonds but Fund remains above neutral weights of 50% investment grade and 20% high yield. Read more

Liontrust GF Absolute Return Bond Fund

Q2 2020 review

The bounce back in the holdings in the Carry Component was the largest driver of performance during the quarter. Read more

The Multi-Asset Process

June 2020 Market Review

John Husselbee discusses how long the recent YOLO rally can continue as markets run far ahead of increasingly poor fundamentals and what tactical asset allocation changes have been made to the portfolios. Read more
Phil Milburn

Be prepared to take the right kind of bond risk

With interest rates expected to stay lower for longer than necessary and inflation heating up, Phil Milburn warns that bond investors must take risk in the right places if they are to avoid getting burned. Read more
David Roberts

10 trades for the New Year (revisited after six turbulent months)

Back in January, David Roberts identified 10 high-quality sovereign trades. Nearly six months later and with the world living with Covid-19, David assesses how successful these trades have been and what they now say about the outlook for bond markets. Read more
James Inglis-Jones

Where we see an opportunity in today’s market

The proprietary market indicators used by the Cashflow Solution team suggests value stocks in aggregate look exceptionally cheap relative to history. James Inglis-Jones explains why, what else the indicators are telling them and how their funds are positioned to exploit this. Read more

10 macro and micro fixed income trades for summer

David Roberts, Phil Milburn & Donald Phillips

Active management is largely about taking opportunities and the Global Fixed Income team highlight ten potential alpha sources in their funds for the summer months, across macro trades, investment grade and high yield. Read more
John Husselbee

Our 2020 Strategic Asset Allocation review

SAA is the scientific core of our multi-asset investment approach and John Husselbee runs through the key points from his 2020 annual review. Read more
John Husselbee

Reading the investment clock

With equities rushing far ahead of economic fundamentals into recovery territory, John Husselbee examines his investment clock and asks what the ongoing disconnect might mean for investors. Read more