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Fund manager

Funds:

Liontrust Asia Income Fund

February 2020 portfolio changes

The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more

Liontrust Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust Asia Income Fund

November 2019 portfolio changes

One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more

Liontrust Asia Income Fund

October 2019 portfolio changes

CK Hutchison position sold. Read more

Liontrust Asia Income Fund

Q3 2019 review

Significant recoveries in a number of stocks as Asian equity markets prove more resilient to trade rhetoric in Q3. Read more

Liontrust Asia Income Fund

August 2019 portfolio changes

Chinese food and beverage specialist Dali Foods added to portfolio. Read more

Liontrust Asia Income Fund

July 2019 portfolio changes

Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more

Liontrust Asia Income Fund

Q2 2019 review

Trade wars have gone on for longer than expected. Read more

Liontrust Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more

Liontrust Asia Income Fund

Q4 2018 review

The decision to increase exposure to exporters in Q3 boosted the Fund this quarter, with Taiwanese holdings a particular highlight. Read more

Liontrust Asia Income Fund

November 2018 portfolio changes

Australian financial AMP sold on deterioration in earnings visibility. Read more

Liontrust Asia Income Fund

Q3 2018 review

Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more

Liontrust Asia Income Fund

August 2018 portfolio changes

Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more

Liontrust Asia Income Fund

July 2018 portfolio changes

Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more

Liontrust Asia Income Fund

Q2 2018 review

US, China trade dispute escalates but benign outcome still expected. Read more

Liontrust Asia Income Fund

May 2018 portfolio changes

Indonesian miner added for exposure to coal price recovery. Read more

Liontrust Asia Income Fund

Q1 2018 review

Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more

Liontrust Asia Income Fund

February 2018 portfolio changes

Within Thailand allocation, Ratchaburi Electricity switched into Land & Houses due to superior earnings growth potential. Read more

Liontrust Asia Income Fund

January 2018 portfolio changes

Three new positions initiated – Beijing Enterprises Water, Land & Houses and Bank of China. Read more

Liontrust Asia Income Fund

Q4 2017 review

Asia equity performance underpinned by improving earnings expectations, China resilience. Read more

Liontrust Asia Income Fund

October 2017 portfolio changes

Adding a position in market leading Chinese clothing company. Read more

Liontrust Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more

Liontrust Asia Income Fund

August 2017 portfolio changes

Raising exposure to China’s infrastructure spending. Read more

Liontrust Asia Income Fund

July 2017 portfolio changes

The July 2017 portfolio changes for the Fund are available. Read more

Liontrust Asia Income Fund

Q2 2017 review

The Q2 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

May 2017 portfolio changes

The May 2017 portfolio changes for the Fund are available. Read more

Liontrust Asia Income Fund

April 2017 portfolio changes

The April 2017 portfolio changes for the Fund are available. Read more

Liontrust Asia Income Fund

Q1 2017 review

The Q1 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

February 2017 portfolio changes

The February 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

Q4 2016 review

The Q4 2016 review for the Fund is available. Read more

Liontrust Asia Income Fund

November 2016 portfolio changes

The November 2016 portfolio changes for the Fund are available. Read more

Liontrust Asia Income Fund

October 2016 portfolio changes

The October 2016 portfolio changes for the Fund are available. Read more