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Fund manager

Funds:

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