Month

Year

Posts:

Fund manager

Funds:

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