Month

Year

Posts:

Fund manager

Funds:

Multi-asset team broadens passive exposure

Liontrust Multi-Asset Team

Team introduces funds from HSBC and L&G as it looks to diversify passive providers across MA range. Read more

Liontrust SF Global Growth Fund

Q4 2021 review

Familiar names such as Palo Alto, Intuit and IQVIA featured among top contributors in Q4. Read more

Liontrust SF Managed Growth Fund

Q4 2021 review

Top holdings over quarter include Thermo Fisher, Cadence Design Systems and Verisign. Read more

Liontrust SF European Growth Fund

Q4 2021 review

Top performers included several names added over 2021, including Nagarro, Alcon, Cancom and Lifco. Read more

Liontrust SF Managed Fund

Q4 2021 review

Managers remain positive on DocuSign and Paypal despite short-term pain. Read more

Liontrust SF Cautious Managed Fund

Q4 2021 review

Fund adds Atrato Onsite Energy to infrastructure equity portfolio over quarter. Read more

Liontrust GF SF Global Growth Fund

Q4 2021 review

Q2 purchase NVR and Alphabet among top holdings over fourth quarter. Read more

Liontrust GF SF Multi-Asset Global Fund

Q4 2021 review

Following launch in October, holdings such as Thermo Fisher and Cadence Design Systems lead way in debut quarter. Read more

Liontrust UK Ethical Fund

Q4 2021 review

Treatt, National Grid and Mortgage Advice Bureau among top performers over slower quarter. Read more

Liontrust SF UK Growth Fund

Q4 2021 review

Familiar names such as Syncona, Croda and 3i lead the way in slower Q4. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2021 review

Semiconductor and financial holdings among top contributors, including Infineon, ASML, Rilba and St James’s Place. Read more

Liontrust SF Defensive Managed Fund

Q4 2021 review

Croda, 3i and Home REIT among top names in UK portfolio. Read more

Liontrust European Growth Fund

December 2021 review

Industrials sector holdings, such as AP Moller-Maersk and Atlas Copco, contribute strongly as Fund rises. Read more

Liontrust GF European Strategic Equity Fund

December 2021 review

Strong return comprises a long book which outstripped the market’s rise and a short book that also made a positive contribution. Read more

Liontrust GF European Smaller Companies Fund

December 2021 review

Caterer Elior and retailer WH Smith lead bounce back from last month’s sell-off on Omicron fears. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2021 review

Headwinds from credit spread widening and sell-off in short-dated yields. Read more

Liontrust GF Strategic Bond Fund

December 2021 review

Duration tactically increased during bond sell-off in thin holiday markets. Read more

Liontrust Strategic Bond Fund

December 2021 review

Duration tactically increased during bond sell-off in thin holiday markets. Read more

Liontrust GF High Yield Bond Fund

Q4 2021 review

Avoidance of Chinese real estate boosts relative returns. Read more

Liontrust GF Special Situations Fund

December 2021 review

Domino’s Pizza leads portfolio risers on resolution to franchisee dispute. Read more

Liontrust UK Growth Fund

December 2021 review

Bouyant market conditions see most of portfolio move higher, with Domino’s Pizza and Next Fifteen Communications leading the way. Read more

Liontrust UK Micro Cap Fund

December 2021 review

Solid State rises after reaffirming full-year outlook but Mind Gym cuts forecasts. Read more

Liontrust GF UK Growth Fund

December 2021 review

Bouyant market conditions see most of portfolio move higher, with Domino’s Pizza and Next Fifteen Communications leading the way. Read more

Liontrust Special Situations Fund

December 2021 review

Domino’s Pizza leads portfolio risers on resolution to franchisee dispute. Read more

Liontrust UK Smaller Companies Fund

December 2021 review

Gear4Music the latest addition to the Fund. Read more

The Multi Asset Process

December 2021 Market Review

As central banks start to tighten, John Husselbee investigates the prospects for stock markets after a strong 2021: more of the same or a few more pauses for breath along the way? Read more

Liontrust GF Special Situations Fund

November 2021 review

TP ICAP and TI Fluid Systems slide on stock-specific setbacks but acquisition updates drive JTC and Craneware higher. Read more

Liontrust GF UK Growth Fund

November 2021 review

WH Smith drops on fresh covid restrictions but Sage and Intertek move higher due to solid trading. Read more

Liontrust UK Smaller Companies Fund

November 2021 review

Frontier Developments has a tough first few weeks as a Fund holding but has bright prospects. Read more

Liontrust UK Micro Cap Fund

November 2021 review

Gear4Music experiences Brexit-relate supply problems but Eckoh rallies after securing largest ever contract. Read more

Liontrust UK Growth Fund

November 2021 Review

WH Smith drops on fresh covid restrictions but Sage and Intertek move higher due to solid trading. Read more

Liontrust Special Situations Fund

November 2021 review

TP ICAP and TI Fluid Systems slide on stock-specific setbacks but acquisition updates drive JTC and Craneware higher. Read more

Liontrust GF European Smaller Companies Fund

November 2021 review

Marks & Spencer a standout positive, while WH Smith and Elior fall on lockdown fears. Read more

Liontrust GF European Strategic Equity Fund

November 2021 review

Strong short book performance drives positive return despite market falls. Read more

Liontrust European Growth Fund

November 2021 review

Royal Unibrew suffering from rising freight costs but AP Moller Maersk is reaping benefits. Read more

The Multi-Asset Process

November 2021 Market Review

With markets growing increasingly detached from fundamentals for most of November, John Husselbee asks if news of the latest Covid variant could administer a sharp dose of reality as we head into 2022. Read more

Liontrust Strategic Bond Fund

November 2021 review

Omicron volatility provides opportunity to reduce fund duration and increase high yield exposure. Read more

Liontrust GF Strategic Bond Fund

November 2021 review

Omicron volatility provides opportunity to reduce fund duration and increase high yield exposure. Read more

Liontrust GF European Smaller Companies Fund

October 2021 review

Swedish pump manufacturer Concentric jumps on news of deal. Read more

Liontrust European Growth Fund

October 2021 review

Epiroc rises strongly on Q3 order strength despite supply chain problems. Read more

Liontrust GF European Strategic Equity Fund

October 2021 review

Short book expanded to reflect rising corporate aggression. Read more

Liontrust UK Smaller Companies Fund

October 2021 review

Heavy fall in Iomart shares a headwind to Fund returns in October. Read more

Liontrust GF Special Situations Fund

October 2021 review

A number of stocks move higher on positive Q3 updates, but Iomart issues warning. Read more

Liontrust UK Growth Fund

October 2021 review

Indivior leads a handful of stocks moving higher on Q3 updates, but Petrofac loses some ground. Read more

Liontrust GF UK Growth Fund

October 2021 review

Indivior leads a handful of stocks moving higher on Q3 updates, but Petrofac loses some ground. Read more

Liontrust Special Situations Fund

October 2021 review

A number of stocks move higher on positive Q3 updates, but Iomart issues warning. Read more

Liontrust UK Micro Cap Fund

October 2021 review

Falls in Tristel and Vianet outweigh strong showing from Calnex Solutions. Read more

Liontrust Strategic Bond Fund

October 2021 review

Bond market volatility allowed the Fund to be very active in adjusting its duration exposure. Read more

Liontrust GF Strategic Bond Fund

October 2021 review

Bond market volatility allowed the Fund to be very active in adjusting its duration exposure. Read more

The Multi-Asset Process

October 2021 Market Review

While concerns continue to grow about imminent rate rises and tapering, John Husselbee suggests these can be seen as early signs of the global economy nearing escape velocity from the clutches of the pandemic. Read more