Liontrust GF Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust Global Dividend Fund January 2020 review Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more Liontrust GF Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust GF European Strategic Equity Fund January 2020 review Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more Liontrust GF European Smaller Companies Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more Liontrust European Growth Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more The Multi-Asset Process January 2020 Market Review In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more Liontrust US Opportunities Fund Q4 2019 review We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more Liontrust US Income Fund Q4 2019 review Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more Liontrust Russia Fund Q4 2019 review Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more Liontrust Latin America Fund Q4 2019 review Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more Liontrust Japan Opportunities Fund Q4 2019 review The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more Liontrust Japan Equity Fund Q4 2019 review The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more Liontrust India Fund Q4 2019 review The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more Liontrust Income Fund Q4 2019 review Fund's equally-weighted approach remains as important as ever. Read more Liontrust Global Technology Fund Q4 2019 review We continue to be very optimistic about the future returns from technology companies. Read more Liontrust Global Smaller Companies Fund Q4 2019 review Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more Liontrust Global Innovation Fund Q4 2019 review Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more Liontrust Global Dividend Fund Q4 2019 review Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more Liontrust Global Alpha Fund Q4 2019 review The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more Liontrust Emerging Markets Fund Q4 2019 review Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more Liontrust China Fund Q4 2019 review The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more Liontrust Balanced Fund Q4 2019 review The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more Liontrust UK Ethical Fund Q4 2019 review Sophos, L&G and Kingspan among top performers over Q4. Read more Liontrust SF UK Growth Fund Q4 2019 review Helios Towers added to portfolio on IPO during quarter. Read more Liontrust GF SF Pan-European Growth Fund Q4 2019 review Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more Liontrust SF Managed Fund Q4 2019 review Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more Liontrust SF Global Growth Fund Q4 2019 review Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more Liontrust SF European Growth Fund Q4 2019 review Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more Liontrust GF SF European Corporate Bond Fund Q4 2019 review Fund reduces duration short over quarter on valuation grounds. Read more Liontrust SF Defensive Managed Fund Q4 2019 review Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more Liontrust SF Corporate Bond Fund Q4 2019 review Stock selection in favoured insurers and banks sectors continues to drive returns. Read more Liontrust SF Cautious Managed Fund Q4 2019 review Trupanion and Abcam back among top names after weaker Q3. Read more Liontrust SF Absolute Growth Fund Q4 2019 review Fund moves to overweight equities and underweight cash as economic momentum improves. Read more Liontrust Monthly Income Bond Fund Q4 2019 review Underweight duration and overweight credit beta positions both positive in Q4. Read more Liontrust European Growth Fund December 2019 review Oil companies help Fund outpace the market. Read more Liontrust GF European Strategic Equity Fund December 2019 review UK-listed stocks help power long book gains. Read more Liontrust Global Dividend Fund December 2019 review Technology led the market in 2019, predominantly driven by Apple. In 2020, we expect the earnings to inflect. Read more Liontrust GF European Smaller Companies Fund December 2019 review Oil companies help Fund outpace the market. Read more The Multi-Asset Process December 2019 Market Review December brings long-awaited developments on Brexit and trade. Read more Liontrust GF Absolute Return Bond Fund Q4 2019 review New allocation position uses credit default swaps to take short exposure to financials sector spreads relative to wider market. Read more Liontrust GF High Yield Bond Fund Q4 2019 review Sector positioning a small drag on relative performance during year-end rally as low-quality and energy bonds outperform, reversing the 2019 trend. Read more Liontrust GF Strategic Bond Fund December 2019 review Duration tactically increased during December to take advantage of yield increase on low volumes. Read more Liontrust Strategic Bond Fund December 2019 review Duration tactically increased during December to take advantage of yield increase on low volumes. Read more Liontrust GF Special Situations Fund December 2019 review The Pebble Group added to the portfolio. Read more Liontrust UK Smaller Companies Fund December 2019 review Cohort releases strong interim results and announces its sixth acquisition. Read more Liontrust UK Micro Cap Fund December 2019 review Confident outlook comments help Solid State finish 2019 on a high. Read more Liontrust UK Growth Fund December 2019 review Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more Liontrust Special Situations Fund December 2019 review The Pebble Group added to the portfolio. Read more