Month

Year

Posts:

Fund manager

Funds:

Liontrust US Income Fund

Q4 2019 review

Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more

Liontrust UK Opportunities Fund

Q4 2019 review

We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more

Liontrust UK Mid Cap Fund

Q4 2019 review

Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more

Liontrust Russia Fund

Q4 2019 review

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Liontrust Latin America Fund

Q4 2019 review

Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more

Liontrust Japan Opportunities Fund

Q4 2019 review

The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more

Liontrust Japan Equity Fund

Q4 2019 review

The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more

Liontrust India Fund

Q4 2019 review

The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more

Liontrust Income Fund

Q4 2019 review

Fund's equally-weighted approach remains as important as ever. Read more

Liontrust Global Technology Fund

Q4 2019 review

We continue to be very optimistic about the future returns from technology companies. Read more

Liontrust Global Smaller Companies Fund

Q4 2019 review

Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more

Liontrust Global Equity Fund

Q4 2019 review

Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more

Liontrust Global Dividend Fund

Q4 2019 review

Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more

Liontrust Global Alpha Fund

Q4 2019 review

The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more

Liontrust European Opportunities Fund

Q4 2019 review

Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more

Liontrust Emerging Markets Fund

Q4 2019 review

Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more

Liontrust China Fund

Q4 2019 review

The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more
Thomas Smith

Why we’re underweight energy in our Russia fund

Russia has made huge strides in recent years away from a reliance on the price of oil. Here, Thomas Smith explains why the team is underweight energy in the Liontrust Russia Fund and where they are finding valuable opportunities. Read more

Liontrust Balanced Fund

Q4 2019 review

The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more

Liontrust UK Ethical Fund

Q4 2019 review

Sophos, L&G and Kingspan among top performers over Q4. Read more

Liontrust SF UK Growth Fund

Q4 2019 review

Helios Towers added to portfolio on IPO during quarter. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2019 review

Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more

Liontrust SF Managed Fund

Q4 2019 review

Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more

Liontrust SF Global Growth Fund

Q4 2019 review

Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more

Liontrust SF European Growth Fund

Q4 2019 review

Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2019 review

Fund reduces duration short over quarter on valuation grounds. Read more

Liontrust SF Defensive Managed Fund

Q4 2019 review

Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more

Liontrust SF Corporate Bond Fund

Q4 2019 review

Stock selection in favoured insurers and banks sectors continues to drive returns. Read more

Liontrust SF Cautious Managed Fund

Q4 2019 review

Trupanion and Abcam back among top names after weaker Q3. Read more

Liontrust SF Absolute Growth Fund

Q4 2019 review

Fund moves to overweight equities and underweight cash as economic momentum improves. Read more

Liontrust Monthly Income Bond Fund

Q4 2019 review

Underweight duration and overweight credit beta positions both positive in Q4. Read more

Liontrust European Growth Fund

December 2019 review

Oil companies help Fund outpace the market. Read more

Liontrust Global Income Fund

December 2019 review

Fund yield continues to exceed the MSCI World Index. Read more

Liontrust GF European Strategic Equity Fund

December 2019 review

UK-listed stocks help power long book gains. Read more

Liontrust Global Dividend Fund

December 2019 review

Technology led the market in 2019, predominantly driven by Apple. In 2020, we expect the earnings to inflect. Read more

Liontrust GF European Smaller Companies Fund

December 2019 review

Oil companies help Fund outpace the market. Read more
John Husselbee

Déjà vu all over again?

Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more

The Multi-Asset Process

December 2019 Market Review

December brings long-awaited developments on Brexit and trade. Read more

Liontrust Macro Equity Income Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more

Liontrust Macro UK Growth Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more
Phil Milburn

10 bond ideas for 2020

Phil Milburn provides 10 investment opportunities in bonds at a time when fixed income markets are expensive and stock selection remains key. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2019 review

New allocation position uses credit default swaps to take short exposure to financials sector spreads relative to wider market. Read more

Liontrust GF High Yield Bond Fund

Q4 2019 review

Sector positioning a small drag on relative performance during year-end rally as low-quality and energy bonds outperform, reversing the 2019 trend. Read more

Liontrust GF Strategic Bond Fund

December 2019 review

Duration tactically increased during December to take advantage of yield increase on low volumes. Read more

Liontrust Strategic Bond Fund

December 2019 review

Duration tactically increased during December to take advantage of yield increase on low volumes. Read more

Liontrust GF Special Situations Fund

December 2019 review

The Pebble Group added to the portfolio. Read more

Liontrust UK Smaller Companies Fund

December 2019 review

Cohort releases strong interim results and announces its sixth acquisition. Read more

Liontrust UK Micro Cap Fund

December 2019 review

Confident outlook comments help Solid State finish 2019 on a high. Read more

Liontrust UK Growth Fund

December 2019 review

Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more

Liontrust Special Situations Fund

December 2019 review

The Pebble Group added to the portfolio. Read more