Month

Year

Posts:

Fund manager

Funds:

Liontrust SF Cautious Managed Fund

Q3 2021 review

UK among stronger markets in volatile quarter, with holdings such as Croda and Trainline leading the way. Read more

Liontrust GF SF Pan-European Growth Fund

Q3 2021 review

Recent additions Nagarro, Lifco and Avanza continue to contribute to returns. Read more

Liontrust SF Corporate Bond Fund

Q3 2021 review

Overweight credit and short duration both key to performance over quarter. Read more

Liontrust SF UK Growth Fund

Q3 2021 review

IP Group and Avast among top performers in Q3, with latter exiting portfolio after merger with Norton LifeLock. Read more

Liontrust Monthly Income Bond Fund

Q3 2021 review

Short duration position key in Q3 as inflation fears spark fresh spike in gilt yields. Read more

Liontrust GF SF Global Growth Fund

Q3 2021 review

Tech holdings such as Alphabet, Palo Alto and TechnoPro strong over quarter, despite sector selloff in September. Read more

Liontrust UK Ethical Fund

Q3 2021 review

Consistent performers such as LTG and Helios Towers continued to drive returns in a more volatile third quarter. Read more

Liontrust SF Managed Fund

Q3 2021 review

Moderate equity overweight reduced to neutral after strong market rally over last 18 months. Read more

Liontrust SF Global Growth Fund

Q3 2021 review

PTC and Intertek added to fund's roster over Q3. Read more

Liontrust GF SF European Corporate Bond Fund

Q3 2021 review

Sector allocation Key to returns in Q3, with financial exposure set to benefit from a rising interest rate environment. Read more

Liontrust SF Managed Growth Fund

Q3 2021 review

ThermoFisher and Alphabet among top performers in volatile quarter for equities. Read more

Liontrust SF Defensive Managed Fund

Q3 2021 review

Weaker quarter for equities and bonds but long-term positions continue to outperform. Read more

Liontrust SF European Growth Fund

Q3 2021 review

Alcon and Topicus added to fund over quarter, with Kerry Group leaving portfolio. Read more

Liontrust UK Micro Cap Fund

September 2021 review

Beeks Financial Cloud and Animalcare both experiencing better-than-expected trading. Read more

Liontrust GF European Smaller Companies Fund

September 2021 review

WH Smith sees improving trends in its Travel division. Read more

Liontrust GF Special Situations Fund

September 2021 review

BP and Shell provide exposure to energy strength but TP ICAP falls on subdued trading volumes. Read more

Liontrust European Growth Fund

September 2021 review

Tethys Oil and Lundin Energy participate in energy sector rally. Read more

Liontrust Special Situations Fund

September 2021 review

BP and Shell provide exposure to energy strength but TP ICAP falls on subdued trading volumes. Read more

Liontrust UK Smaller Companies Fund

September 2021 review

Animalcare on track to beat market estimates but Mortgage Advice Bureau sees softening in activity. Read more

Liontrust UK Growth Fund

September 2021 review

BP, Shall and Petrofac among gainers in energy sector, while WH Smith reports improved trading. Read more

Liontrust GF UK Growth Fund

September 2021 review

BP, Shall and Petrofac among gainers in energy sector, while WH Smith reports improved trading. Read more

Liontrust GF European Strategic Equity Fund

September 2021 review

Short book shines as MSCI Europe breaks seven month streak of gains. Read more

Liontrust GF Absolute Return Bond Fund

Q3 2021 review

Duration reduced to 0.6 years mid-month to oppose market rally, before being raised back to 1 year on market weakness. Read more

Liontrust GF High Yield Bond Fund

Q3 2021 review

Sticking with short-duration, high-quality stance. Read more

Liontrust Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

Liontrust GF Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

The Multi Asset Process

September 2021 Market Review

After a range of concerns – from Delta variant, to spiralling raw material prices, to imminent tapering – led to 2021's first 5% drop in markets, John Husselbee asks whether gathering storms could spark a more sustained decline over the last quarter of the year. Read more

Liontrust Global Dividend Fund Fund

August 2021 review

HDFC Bank, Brookfield Reinsurance and Zurich were notable contributors over the month. Read more

Liontrust GF UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Micro Cap Fund

August 2021 review

Yourgene Health’s Covid diagnostics services boost trading. Read more

Liontrust Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Smaller Companies Fund

August 2021 review

Microlise makes strong start to life as listed company. Read more

Liontrust GF Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust GF European Strategic Equity Fund

August 2021 review

A wide range of stocks have pushed to even more extreme valuations, presenting an exciting short book opportunity. Read more

Liontrust European Growth Fund

August 2021 review

Fund participates in broad-based market rally, with Bank of Ireland leading the way after strong half-year results. Read more

Liontrust GF European Smaller Companies Fund

August 2021 review

Marks & Spencer moves sharply higher after raising financial guidance. Read more

Liontrust Strategic Bond Fund

August 2021 review

Three new corporate credits picked up at good valuations during quiet August markets. Read more

Liontrust GF Strategic Bond Fund

August 2021 review

Three new corporate credits picked up at good valuations during quiet August markets. Read more

The Multi Asset Process

August 2021 Market Review

With an exhausting 12 new market peaks for the S&P 500 in August and still no sign of any correction, this is proving an extraordinary year for equities. John Husselbee looks at prospects for the last third of 2021. Read more

Liontrust Global Dividend Fund

July 2021 review

Alphabet, Costco and Intuit were notable contributors over the month. Read more

Liontrust European Growth Fund

July 2021 review

Gains for Deutsche Pfandbriefbank and Simcorp offset by weakness among energy holdings. Read more

Liontrust GF European Strategic Equity Fund

July 2021 review

Short book expanded to capture opportunity presented by extreme valuation dislocations. Read more

Liontrust GF European Smaller Companies Fund

July 2021 review

Belimo, Ipsos and Concentric lead portfolio higher. Read more

Liontrust GF Special Situations Fund

July 2021 review

Learning Tech and PageGroup among the Fund’s highlights in busy month of trading updates. Read more

Liontrust GF UK Growth Fund

July 2021 review

Ultra Electronics recommends latest takeover offer from Cobham. Read more

Liontrust UK Growth Fund

July 2021 review

Ultra Electronics recommends latest takeover offer from Cobham. Read more

Liontrust UK Smaller Companies Fund

July 2021 review

Sumo Group and Charles Stanley the latest holdings to agree takeovers. Read more

Liontrust UK Micro Cap Fund

July 2021 review

Fund participates in IPOs of CMO Group and Microlise Group. Read more

Liontrust Special Situations Fund

July 2021 review

Learning Tech and PageGroup among the Fund’s highlights in busy month of trading updates. Read more