Month

Year

Posts:

Fund manager

Funds:

Liontrust European Income Fund

April 2020 review

Companies reveal dividend plans during busy reporting season. Read more

Liontrust European Enhanced Income Fund

April 2020 review

Companies reveal dividend plans during busy reporting season. Read more

Liontrust UK Smaller Companies Fund

April 2020 review

Companies with strong balance sheets in favour during market rebound. Read more

Liontrust UK Micro Cap Fund

April 2020 review

Fund adds three new stocks to the portfolio. Read more

Liontrust UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust GF UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust GF Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust Global Income Fund

April 2020 review

Extreme valuation lows for value stocks points to promising outlook for value-biased strategies. Read more

Liontrust GF European Smaller Companies Fund

April 2020 review

New portfolio holding William Hill is top riser. Read more

Liontrust European Growth Fund

April 2020 review

Dutch tech group ASML among the strongest stocks after Q1 comments that demand for products is unchanged. Read more

Liontrust GF European Strategic Equity Fund

April 2020 review

Good long book performance offset by losses from some sizeable risers in the short book. Read more

Liontrust Macro UK Growth Fund

April 2020 review

April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more

Liontrust Macro Equity Income Fund

April 2020 review

April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more

Liontrust GF Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more

Liontrust Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more

The Multi-Asset Process

April 2020 Market Review

Consistency of process remains all important in volatile conditions and amid an unexpectedly positive April – at least for equities – John Husselbee continues to quiz his underlying managers for their insights on these extraordinary times. Read more

Liontrust Global Technology Fund

Q1 2020 review

As hoped, we have seen technology, in particular sub sectors like software, hold up far better than the wider market. Read more

Liontrust Income Fund

Q1 2020 review

The Fund has been well insulated from the raft of dividend cuts in th UK over the quarter. Read more

Liontrust Global Smaller Companies Fund

Q1 2020 review

The Fund's exposure to disruptive innovating companies was a significant contributor to relative outperformance. Read more

Liontrust Global Equity Fund

Q1 2020 review

The Fund benefited from its strategy of investing in disruptive innovating companies across each sector of the economy. Read more

Liontrust Global Dividend Fund

Q1 2020 review

We only invest in global leaders with strong balance sheets that enjoy a durable competitive advantage. Read more

Liontrust Global Alpha Fund

Q1 2020 review

The Fund’s relative outperformance of both the Index and its sector average in the first quarter can be attributed to its exposure to technology stocks. Read more

Liontrust European Opportunities Fund

Q1 2020 review

The portfolio was more cyclically positioned which proved painful during the sharp market drawdown. Read more

Liontrust Emerging Markets Fund

Q1 2020 review

The underperformance can be almost exclusively explained by the significant underperformance of the Russian and Brazilian markets. Read more

Liontrust China Fund

Q1 2020 review

We took advantage of the dip in the markets to enter into positions in the IT and e-commerce sectors. Read more

Liontrust Balanced Fund

Q1 2020 review

The Fund’s exposure to the technology sector was once again additive to performance during a difficult quarter. Read more

Liontrust GF European Strategic Equity Fund

March 2020 review

Long and short book both see significant declines during coronavirus driven market rout. Read more

Liontrust Global Income Fund

March 2020 review

Widespread dividend cuts announced as companies seek to protect cash reserves. Read more

Liontrust GF European Smaller Companies Fund

March 2020 review

Outlook becomes more positive as severity of sell off sees valuations become much cheaper. Read more

Liontrust European Growth Fund

March 2020 review

Health care stocks a bright spot amid heavy selling across the market. Read more

Liontrust GF SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more

Liontrust US Opportunities Fund

Q1 2020 review

Our better performing holdings tended to have more recurring or subscription type revenues in industries less impacted by social distancing measures. Read more

Liontrust US Income Fund

Q1 2020 review

The sharp underperformance of smaller companies and the remarkable relative outperformance of the mega-cap technology stocks was a detractor over the quarter. Read more

Liontrust UK Opportunities Fund

Q1 2020 review

The Fund suffered during the quarter due to its significant underweight in large-cap stocks. Read more

Liontrust UK Mid Cap Fund

Q1 2020 review

Large companies outperformed smaller companies in the quarter as investors gravitated towards the perceived, relative, safety of familiar mega caps. Read more

Liontrust Russia Fund

Q1 2020 review

Coronavirus pandemic and collapse of OPEC+ talks sent crude oil prices down, putting further pressure on the Russian market. Read more

Liontrust Latin America Fund

Q1 2020 review

With the surging US dollar, emerging markets have had a particularly tough time in the first quarter and Latin America has not been spared. Read more

Liontrust Japan Opportunities Fund

Q1 2020 review

The appreciation of the yen over the quarter was a significant attributor to the Fund's overall loss. Read more

Liontrust Japan Equity Fund

Q1 2020 review

The Fund’s underlying equity portfolio collectively underperformed due principally to the Fund’s absence of exposure to the classic defensive sectors. Read more

Liontrust India Fund

Q1 2020 review

The underperformance over the quarter was primarily driven by overweight sector positions in more cyclical areas. Read more

Liontrust UK Ethical Fund

Q1 2020 review

LSE and SMS hold up best in tough quarter for equities. Read more

Liontrust SF UK Growth Fund

Q1 2020 review

Managers confident in longer-term prospects for battered consumer discretionary names. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2020 review

Stocks in healthcare and Connecting people themes among strongest performers. Read more

Liontrust SF Managed Growth Fund

Q1 2020 review

Healthcare and telecom names hold up best in volatile quarter. Read more

Liontrust Global Dividend Fund

March 2020 review

Fund continues to hold up well in the sell-off, thanks largely to our exposure to companies with both strong balance sheets and pricing power. Read more

Liontrust SF Managed Fund

Q1 2020 review

Structural growth focus shields fund from worst-hit sectors. Read more

Liontrust SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more

Liontrust SF European Growth Fund

Q1 2020 review

Managers confident in long-term prospects across portfolio holdings. Read more

Liontrust SF Defensive Managed Fund

Q1 2020 review

Fund remains overweight credit and infrastructure amid volatile quarter. Read more