Liontrust GF High Yield Bond Fund Launch to end-June review Portfolio constructed with quality bias – avoiding cyclicality unless the company is strong from a bottom-up perspective – and a preference for dollar-denominated bonds. Read more Liontrust GF Strategic Bond Fund June 2018 review Short position in emerging market hard currency halved after sell-off; long exposure to European high yield increased. Read more Liontrust Strategic Bond Fund June 2018 review Two new credit selections added: a Bayer floating rate note and a Volkswagen hybrid bond. Read more The Multi-Asset Process June 2018 market review Despite the feelgood factor from football and warm weather, escalating concerns about a global trade war have continued to weigh on markets. John Husselbee outlines his recent portfolio activity amid see-sawing markets. Read more Liontrust GF Strategic Bond Fund May 2018 review Market volatility creates opportunity to open new positions. Read more Liontrust European Enhanced Income Fund May 2018 review Political uncertainty in Italy weighs on Fund. Read more Liontrust European Income Fund May 2018 review Political uncertainty in Italy weighs on Fund. Read more Liontrust UK Smaller Companies Fund May 2018 review Team17 Group added to Fund’s video gaming sector plays. Read more Liontrust UK Micro Cap Fund May 2018 review Recent Fund additions feature among strongest performers. Read more Liontrust UK Growth Fund May 2018 review Oil stocks gain while Fund avoids banks and telecoms weakness. Read more Liontrust GF Special Situations Fund May 2018 review Wood Group and PayPoint notable among the top contributors. Read more Liontrust Special Situations Fund May 2018 review Wood Group and PayPoint notable among the top contributors. Read more The Multi-Asset Process May 2018 market review Trade concerns and Italian politics take gloss off stronger May. Read more Liontrust GF Asia Income Fund May 2018 portfolio changes Indonesian miner added for exposure to coal price recovery. Read more Liontrust Asia Income Fund May 2018 portfolio changes Indonesian miner added for exposure to coal price recovery. Read more Liontrust European Growth Fund May 2018 review Oil stocks make large positive contribution. Read more Liontrust Global Income Fund May 2018 review Dollar strength a headwind given low US exposure. Read more Liontrust GF European Smaller Companies Fund May 2018 review SimCorp rises on solid Q1 numbers. 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 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 GF European Strategic Equity Fund May 2018 review Long book gains come against flat market backdrop. Read more Liontrust Strategic Bond Fund Launch to 31 May 2018 review The Liontrust Strategic Bond Fund is now fully populated with investment ideas; it has underlying duration of 2.9 years, a beta of 0.6-0.7 against the market. Read more Liontrust European Income Fund April 2018 review First quarter earnings in focus while easing trade tensions lift market. Read more Liontrust European Enhanced Income Fund April 2018 review First quarter earnings in focus while easing trade tensions lift market. Read more Liontrust UK Smaller Companies Fund April 2018 review Videogaming stocks a portfolio highlight in April. Read more Liontrust UK Micro Cap Fund April 2018 review Recent additions among the strongest risers. Read more Liontrust UK Growth Fund April 2018 review Rebounding AA stands out in sea of green. Read more Liontrust GF Special Situations Fund April 2018 review Rebounding AA stands out in sea of green. Read more Liontrust Special Situations Fund April 2018 review Rebounding AA stands out in sea of green. 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 Equity Income Fund April 2018 review Large-cap bias a boon as FTSE 100 leads market higher. Read more Liontrust GF Strategic Bond Fund Launch to 30 April 2018 review The Liontrust GF Strategic Bond Fund was launched on 13 April 2018 and is now fully populated with investment ideas. Read more Liontrust European Growth Fund April 2018 review Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more Liontrust Global Income Fund April 2018 review Outperformance versus MSCI World Index helped by low exposure to lagging US equities. Read more Liontrust GF European Smaller Companies Fund April 2018 review Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more Liontrust GF European Strategic Equity Fund April 2018 review Short book constrains returns as European stocks rebound. Read more The Multi-Asset Process April 2018 market review John Husselbee reports on a better month for equities, although higher US bond yields, fears about tech stocks and a report from construction giant Caterpillar claiming Q1 is as good as 2018 gets all weighed on markets. Read more Liontrust UK Ethical Fund Q1 2018 review Stocks highlighted include Softcat, Worldpay, LSE and TruFin. Read more Liontrust SF UK Growth Fund Q1 2018 review Stocks highlighted include Softcat, Abcam, Worldpay and TruFin. Read more Liontrust SF Managed Fund Q1 2018 review Overall economic momentum remains strong and we believe a trade war between China and the US is not in either country’s interest. Read more Liontrust SF Global Growth Fund Q1 2018 review Stocks highlighted include SS&C, Adobe and ThermoFisher. Read more Liontrust SF European Growth Fund Q1 2018 review Stocks highlighted include Naturex, ASML, Hella and Valeo. Read more Liontrust SF Defensive Managed Fund Q1 2018 review Portfolio ends quarter overweight equities and credit and underweight cash and Gilts. Read more Liontrust SF Corporate Bond Fund Q1 2018 review Fund’s overweight to credit was a positive amid a tough quarter, primarily through allocations to telecoms and banks. Read more Liontrust SF Cautious Managed Fund Q1 2018 review Stocks highlighted include SS&C, ThermoFisher, Softcat and Abcam. Read more Liontrust SF Absolute Growth Fund Q1 2018 review Cash weighting falls in March as managers take advantage of market correction. Read more Liontrust Monthly Income Bond Fund Q1 2018 review Underweight position to interest rate risk was main contributor to performance over Q1. Read more Liontrust European Enhanced Income Fund March 2018 review Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more Liontrust European Income Fund March 2018 review Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more Liontrust GF European Smaller Companies Fund March 2018 review Sector trends reverse as European markets succumb to trade war concerns. Read more