Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro UK Growth Fund

August 2018 review

‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more

Liontrust Macro UK Growth Fund

July 2018 review

Global Pharma theme receives boost from Q2 earnings season. Read more

Liontrust Macro UK Growth Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more

Liontrust Macro UK Growth Fund

May 2018 review

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

Liontrust Macro UK Growth Fund

April 2018 review

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

Liontrust Macro UK Growth Fund

March 2018 review

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

Liontrust Macro UK Growth Fund

February 2018 review

The hint of inflation was enough to dictate the direction of February market movements. Read more

Liontrust Macro UK Growth Fund

January 2018 review

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

Liontrust Macro UK Growth 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 UK Growth Fund

November 2017 review

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

Liontrust Macro UK Growth Fund

October 2017 review

Building material stocks gain after extra government housing spending is announced. Read more

Liontrust Macro UK Growth Fund

September 2017 review

Good returns from Global Pharma Macro-Theme offsets oil price headwind. Read more

Liontrust Macro UK Growth Fund

August 2017 review

Building exposure to residential housing. Read more

Liontrust Macro UK Growth Fund

July 2017 review

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

Liontrust Macro UK Growth Fund

June 2017 review

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

Liontrust Macro UK Growth Fund

May 2017 review

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

Liontrust Macro UK Growth Fund

April 2017 review

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

Liontrust Macro UK Growth Fund

March 2017 review

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

Liontrust Macro UK Growth Fund

February 2017 review

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

Liontrust Macro UK Growth Fund

January 2017 review

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

Liontrust Macro UK Growth Fund

December 2016 review

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

Liontrust Macro UK Growth Fund

November 2016 review

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

Liontrust Macro UK Growth Fund

October 2016 review

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