Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro Equity Income Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more

Liontrust Macro Equity Income Fund

April 2018 review

Large-cap bias a boon as FTSE 100 leads market higher. Read more

Liontrust Macro Equity Income Fund

March 2018 review

March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more

Liontrust Macro Equity Income Fund

February 2018 review

February pivoted on the key early month US payrolls release. Critically, a solid jobs number was accompanied by confirmation of accelerating earnings growth. Read more

Liontrust Macro Equity Income Fund

January 2018 review

Fund’s 'Rising Rates' Macro-Theme benefits from government bond sell-off. Read more

Liontrust Macro Equity Income Fund

December 2017 review

Commodity price strength offers confirmation of constructive view on global economy but fund returns crimped by Saga warning. Read more

Liontrust Macro Equity Income Fund

November 2017 review

Data Growth holdings lead strong month of returns for Macro-Themes. Read more

Liontrust Macro Equity Income Fund

October 2017 review

Data Growth and Global Pharma themes hold back Fund returns. Read more

Liontrust Macro Equity Income Fund

September 2017 review

Zero weight to oil & gas a headwind, but managers retain conviction that sector’s longer-term prospects are poor. Read more

Liontrust Macro Equity Income Fund

August 2017 review

Building exposure to residential housing. Read more

Liontrust Macro Equity Income Fund

July 2017 review

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

Liontrust Macro Equity Income Fund

June 2017 review

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

Liontrust Macro Equity Income Fund

May 2017 review

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

Liontrust Macro Equity Income Fund

April 2017 review

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

Liontrust Macro Equity Income Fund

March 2017 review

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

Liontust Macro Equity Income Fund

February 2017 review

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

Liontrust Macro Equity Income Fund

January 2017 review

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

Liontrust Macro Equity Income Fund

December 2016 review

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

Liontrust Macro Equity Income Fund

November 2016 review

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

Liontrust Macro Equity Income Fund

October 2016 review

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