Liontrust GF UK Growth Fund October 2020 review BP shares hit 25 year low as oil demand uncertainties persist. Read more Liontrust Special Situations Fund October 2020 review Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more Liontrust GF Special Situations Fund October 2020 review Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more Liontrust UK Micro Cap Fund October 2020 review Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more Liontrust UK Smaller Companies Fund October 2020 review Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more Liontrust UK Growth Fund October 2020 review BP shares hit 25 year low as oil demand uncertainties persist. Read more Liontrust Global Dividend Fund October 2020 review October gave us an important insight into how the companies in the portfolio are able to not only flex their cost base but also evaluate their ability to shift to a digital economy. Read more Liontrust GF European Strategic Equity Fund October 2020 review Strong relative performance stems from modest net market exposure in a falling market, good contribution from the short book and the long book’s outperformance of the market. Read more Liontrust Global Income Fund October 2020 review Genworth MI Canada rises sharply on takeover but other holdings weighed down by negative market environment. Read more Liontrust GF European Smaller Companies Fund October 2020 review Good Q3 updates from Bank of Ireland, Pandora and 4imprint outweigh bad news from Elior Group. Read more Liontrust European Growth Fund October 2020 review Mixed bag of Q3 results, with Bank of Ireland and Pandora among risers but Elisa and Novo Nordisk dropping. Read more Liontrust GF Strategic Bond Fund October 2020 review Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more Liontrust Strategic Bond Fund October 2020 review Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more Liontrust Asia Income Fund Q3 2020 review The Fund’s significant Chinese exposure contributed positively to performance, even as the US ramped up anti-Chinese rhetoric. Read more The Multi-Asset Process October 2020 Market Review Concerns about new lockdowns and political posturing over Brexit and the US election pulled down markets over October. In this short video and his monthly review, John Husselbee discusses the impact of recent events and looks forward to a historic end to 2020. Read more Liontrust Global Equity Fund Q3 2020 review One of the sources of the Fund’s outperformance this year has been the acceleration, due to the COVID crisis, of several disruptive trends. Read more Liontrust Global Dividend Fund Q3 2020 review After a significant bounce in Q2, markets stabilized in Q3 as the effect of stimulus measures across all major markets helped offset the economic damage created by the pandemic. Read more Liontrust US Opportunities Fund Q3 2020 review The majority of the performance has been from stock specific factors with exception being in the energy sector where the Fund has benefited from having minimal exposure in the face of significant underperformance from this sector. Read more Liontrust Emerging Markets Fund Q3 2020 review Large companies (and heavy index constituents) such as Alibaba, Tencent and Taiwan Semiconductor have performed extremely well, boosting their respective home markets. Read more Liontrust China Fund Q3 2020 review Ecommerce names continued to perform well as the pandemic encouraged more users to try or increase their levels of online shopping. Read more Liontrust Balanced Fund Q3 2020 review As per previous quarters, the Fund benefited from its exposure to technology stocks once again. Nvidia and Alibaba were strong contributors to performance over the period. Read more Liontrust UK Mid Cap Fund Q3 2020 review The Fund benefited from its 0% exposure to real estate and underweight to consumer discretionary - two sectors which underperformed over the period. Read more Liontrust Global Smaller Companies Fund Q3 2020 review The cloud-based software service providers in the portfolio performed well over the quarter as they look set to benefit from the accelerated uptake and increased scope of cloud solution. Read more Liontrust Global Alpha Fund Q3 2020 review Technology companies that enable businesses to maintain effective remote workforces, improve digital efficacy and drive operational improvements are showing to be consummate winners. Read more Liontrust European Opportunities Fund Q3 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 Russia Fund Q3 2020 review Key positive contributors to performance were our holdings in the technology sector, including Yandex, Mail.ru and EPAM, as well as our underweight position in the energy sector. Read more Liontrust US Income Fund Q3 2020 review Stronger performers within the portfolio this quarter tended to be from the healthcare sector which benefited from the re-opening of US hospitals and elective procedures being restarted. Read more Liontrust Japan Opportunities Fund Q3 2020 review In a repeat of the second quarter, the Fund’s underlying equity portfolio collectively outperformed due principally to exposure to the previously hard hit more cyclical areas. Read more Liontrust UK Opportunities Fund Q3 2020 review The strongest individual contributor was Devro, the sausage skin producer which is one of the Fund’s largest holdings, which returned more than 25% over the quarter. Read more Liontrust India Fund Q3 2020 review Given the pickup in utilisation rates across both the demand and supply sides of the economy, it was the more cyclical sectors that fared best – with consumer discretionary, energy and materials stocks performing well. Read more Liontrust Income Fund Q3 2020 review The Fund benefited once again from its overweight to technology, though stock selection within the sector was also additive. Apple, 3i Group and Phoenix Group were the notable performers over the period. Read more Liontrust Global Technology Fund Q3 2020 review Technology companies that enable businesses to maintain effective remote workforces, improve digital efficacy and drive operational improvements are showing to be consummate winners. Read more Liontrust Latin America Fund Q3 2020 review The primary detractors from performance over the third quarter were Brazilian utilities and homebuilders, and Mexican banks. Read more Liontrust Japan Equity Fund Q3 2020 review In a repeat of the second quarter, the Fund’s underlying equity portfolio collectively outperformed due principally to exposure to the previously hard hit more cyclical areas. Read more Liontrust Global Dividend Fund September 2020 review We expect continual volatility in financial markets and uncertainty will remain elevated until the healthcare industry develops an effective vaccine. Read more Liontrust GF SF Pan-European Growth Fund Q3 2020 review Smurfit Kappa and Kone among holdings benefitting from solid first-half results. Read more Liontrust SF Managed Growth Fund Q3 2020 review Trupanion once again the best performer in slower period for equities. Read more Liontrust SF European Growth Fund Q3 2020 review Long-term holdings such as Kingspan and Infineon remain top performers in slower quarter for equities. Read more Liontrust SF Defensive Managed Fund Q3 2020 review Overweight equities and infrastructure stocks remain key asset allocation drivers. Read more Liontrust SF Corporate Bond Fund Q3 2020 review Stock selection among favoured banks, insurance and telecom sectors positive in solid quarter for credit. Read more Liontrust SF Cautious Managed Fund Q3 2020 review Fund recycles profits into names left behind in Q2 and Q3 rally, including Charles Schwab. Read more Liontrust Monthly Income Bond Fund Q3 2020 review Credit markets continue recovery over Q3, supported by strong technicals and economic improvement. Read more Liontrust SF Managed Fund Q3 2020 review Global equity portfolio remains key to ongoing outperformance despite tougher September. Read more Liontrust GF SF European Corporate Bond Fund Q3 2020 review Managers constructive on investment grade credit, with technicals set to remain supportive. Read more Liontrust UK Ethical Fund Q3 2020 review Kingspan, Smurfit Kappa and AJ Bell among top holdings in slower quarter for markets. Read more Liontrust SF UK Growth Fund Q3 2020 review Testing, Inspection and Certification (TIC) another theme accelerating as Covid-19 recovery continues. Read more Liontrust SF Global Growth Fund Q3 2020 review Familiar names such as Salesforce, Kingspan and Infineon continue to drive returns. Read more Liontrust GF SF Global Growth Fund Q3 2020 review Familiar names such as Salesforce, Kingspan and Infineon continue to drive returns. Read more Liontrust GF European Strategic Equity Fund September 2020 review William Hill receives second takeover approach. Read more Liontrust European Growth Fund September 2020 review Consumer discretionary stocks rally despite weak ECB inflation outlook. Read more