Month

Year

Posts:

Fund manager

Funds:

Liontrust European Enhanced Income Fund

August 2020 review

Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more

Liontrust European Income Fund

August 2020 review

Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more

Liontrust European Growth Fund

August 2020 review

AP Moller-Maersk raises guidance following better than expected trading. Read more

Liontrust Global Income Fund

August 2020 review

Travel companies IAG and Carnival see a strong rebound in share prices. Read more

Liontrust GF European Strategic Equity Fund

August 2020 review

William Hill and Aggreko stand out as long book outpaces market. Read more

Liontrust GF European Smaller Companies Fund

August 2020 review

Fund benefits from value outperformance. Read more

Liontrust UK Micro Cap Fund

August 2020 review

Cello Health exits fund after takeover, while two new holdings are added: Tribal Group and Yourgene Health. Read more

Liontrust UK Smaller Companies Fund

August 2020 review

Fund benefits from takeover of pharmaceutical marketing consultant Cello Health. Read more

Liontrust Special Situations Fund

August 2020 review

Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more

Liontrust GF Special Situations Fund

August 2020 review

Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more

Liontrust GF UK Growth Fund

August 2020 review

Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more

Liontrust UK Growth Fund

August 2020 review

Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more

Liontrust Asia Income Fund

August 2020 portfolio changes

Adding Mindspace Business Parks REIT, owner of one of India’s largest high-quality office portfolios. Read more

Liontrust GF Asia Income Fund

August 2020 portfolio changes

Adding Mindspace Business Parks REIT, owner of one of India’s largest high-quality office portfolios. Read more

Multi-Asset market review

August 2020

With the UK the latest country to dip into recession, John Husselbee examines how certain stock markets continue to close their ears to economic malaise as they post the fastest recovery in history. Read more

Liontrust Global Dividend Fund

August 2020 review

As we emerge from this healthcare crisis, characteristics such as a culture of innovation and a robust balance sheet ensure the companies we invest in are well-positioned to execute as the economy returns to a new normal. Read more

Liontrust Macro Equity Income Fund

August 2020 review

Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more

Liontrust Macro UK Growth Fund

August 2020 review

Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more

Liontrust Strategic Bond Fund

August 2020 review

The Fed and inflation averaging – is this Modern Monetary Theory? Read more

Liontrust GF Strategic Bond Fund

August 2020 review

The Fed and inflation averaging – is this Modern Monetary Theory? Read more

Liontrust Global Dividend Fund

July 2020 review

We seek to avoid those companies who are overleveraged or reducing investment in their businesses because these types of companies are least likely to provide opportunities for sustainable income growth. Read more

Liontrust European Enhanced Income Fund

July 2020 review

Cyclical holdings outshine defensive names during Q2 earnings season. Read more

Liontrust European Income Fund

July 2020 review

Cyclical holdings outshine defensive names during Q2 earnings season. Read more

Liontrust UK Smaller Companies Fund

July 2020 review

Kainos, Gamma Communications and Cohort among Fund’s highlights during earnings season. Read more

Liontrust UK Micro Cap Fund

July 2020 review

Gear4music, the UK’s largest retailer of musical instruments and equipment, added to the portfolio. Read more

Liontrust UK Growth Fund

July 2020 review

Indivior reaches settlement agreement with US DoJ on Suboxone film. Read more

Liontrust GF UK Growth Fund

July 2020 review

Indivior reaches settlement agreement with US DoJ on Suboxone film. Read more

Liontrust Special Situations Fund

July 2020 review

Mid and small cap exposure aids performance after slump in US dollar weighs on large cap stocks. Read more

Liontrust GF Special Situations Fund

July 2020 review

Mid and small cap exposure aids performance after slump in US dollar weighs on large cap stocks. Read more

Liontrust Macro Equity Income Fund

July 2020 review

July returns driven by corporate updates on trading through coronavirus pandemic. Read more

Liontrust Macro UK Growth Fund

July 2020 review

July returns driven by corporate updates on trading through coronavirus pandemic. Read more

Liontrust GF European Strategic Equity Fund

July 2020 review

The long book positions performed better than market but this was offset by continued weak performance in the short book. Read more

Liontrust European Growth Fund

July 2020 review

Royal Unibrew rises on reinstatement of 2020 financial guidance and jeweller Pandora gains on store reopening and improved trading. Read more

Liontrust GF European Smaller Companies Fund

July 2020 review

Royal Unibrew rises on reinstatement of 2020 financial guidance but conditions deteriorate at engineering consultancy group Akka Technologies. Read more

Liontrust Global Income Fund

July 2020 review

Transport stocks weighed on Fund returns with both International Consolidated Airlines Group and Carnival arranging new funding amid the near shutdown of their sectors. Read more

Liontrust Asia Income Fund

July 2020 portfolio changes

Challenger sold from portfolio due to lower-for-longer interest rate outlook. Read more

Liontrust GF Asia Income Fund

July 2020 portfolio changes

Challenger sold from portfolio due to lower-for-longer interest rate outlook. Read more

Liontrust Strategic Bond Fund

July 2020 review

The continued credit spread rally was beneficial, with Citigroup bonds among the largest gainers. Read more

Liontrust GF Strategic Bond Fund

July 2020 review

The continued credit spread rally was beneficial, with Citigroup bonds among the largest gainers. Read more

Multi-Asset market review

July 2020

With jittery markets expected over the summer, John Husselbee takes a deeper look at equity performance and asks how far the huge contribution from a few US technology giants can continue. Read more

Liontrust Asia Income Fund

June 2020 review

Efforts to contain the spread of the virus will lead to volatility, but we remain positive on the prospects for Asia and continue to focus on areas which will benefit from structural demand trends. Read more

Liontrust GF Asia Income Fund

Q2 2020 review

Efforts to contain the spread of the virus will lead to volatility, but we remain positive on the prospects for Asia and continue to focus on areas which will benefit from structural demand trends. Read more

Liontrust Monthly Income Bond Fund

Q2 2020 review

Overweight credit position key to solid quarter as corporate bonds enjoy strong rebound. Read more

Liontrust UK Ethical Fund

Q2 2020 review

Fund participates in several capital raisings over the quarter, including The Gym Group, DFS and National Express. Read more

Liontrust SF Corporate Bond Fund

Q2 2020 review

Stock selection within favoured insurance and telco sectors continues to drive returns. Read more

Liontrust GF SF European Corporate Bond Fund

Q2 2020 review

Returning risk appetite and improving technicals support Q2 rebound for corporate bonds. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2020 review

ASML and Infineon among top performers in strong quarter for equities. Read more

Liontrust SF UK Growth Fund

Q2 2020 review

Top holdings include Croda International, Ceres Power and Oxford BioMedica in strong Q2 for equities. Read more

Liontrust SF European Growth Fund

Q2 2020 review

'Connecting people' theme continues to accelerate, with top performers including Cellnex and TeamViewer. Read more

Liontrust SF Defensive Managed Fund

Q2 2020 review

Cellnex, Cadence Design Systems and IQVIA feature among top names in Q2. Read more