Month

Year

Posts:

Fund manager

Funds:

Liontrust GF 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 GF European Strategic Equity Fund

November 2019 review

Short book limits strong long book performance. Read more

Liontrust GF European Smaller Companies Fund

November 2019 review

Judges Scientific and SimCorp among the highlights as Fund extends gains. Read more

Liontrust European Growth Fund

November 2019 review

Fund adds SocGen and sells Technogym. Read more

Liontrust Global Dividend Fund

November 2019 review

During October, the Fund returned 6.0% compared to the benchmark of 2.5% and the IA global income sector of 2.1%. Read more

Liontrust UK Micro Cap Fund

November 2019 review

StatPro and Synnovia exit portfolio as takeovers complete. Read more

Liontrust Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust UK Smaller Companies Fund

November 2019 review

Clipper Logistics receives takeover offer. Read more

Liontrust UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

The Multi-Asset Process

November 2019 Market Review

It feels like we are enduring a global Groundhog Day with trade disputes continuing, another election in the UK and continued moves towards trying to impeach President Trump. John Husselbee reviews the political and market volatility and looks forward to potential clarity in 2020. Read more

Liontrust GF Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more

Liontrust Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more

Liontrust UK Smaller Companies Fund

October 2019 review

Arbuthnot Banking and CareTech lead portfolio higher following strong Q3 results. Read more

Liontrust UK Micro Cap Fund

October 2019 review

Murgitroyd becomes the sixth fund holding to receive bid interest in 2019. Totally another big riser on new contracts and new business unit. Read more

Liontrust UK Growth Fund

October 2019 review

Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more

Liontrust Special Situations Fund

October 2019 review

Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more

Liontrust GF UK Growth Fund

October 2019 review

Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more

Liontrust GF Special Situations Fund

October 2019 review

Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more

Liontrust European Growth Fund

October 2019 review

Sterling strength leads to negative returns from European equities; Fund in-line with market following mixed batch of Q3 earnings. Read more

Liontrust GF European Strategic Equity Fund

October 2019 review

Strong long book performance helps Fund outstrip rising market despite only 68% net market exposure. Read more

Liontrust GF European Smaller Companies Fund

October 2019 review

UK stocks the biggest gainers – WH Smith and Big Yellow Group both rise on expansion plans. Read more

The Multi-Asset Process

October 2019 Market Review

Amid a calmer month for markets than October has often provided, John Husselbee reflects on an imminent UK election and his recent trip to China as we see long-awaited trade progress. Read more

Liontrust Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more

Liontrust GF Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more

Liontrust US Opportunities Fund

Q3 2019 review

Largest drag on performance in the quarter came from our technology exposure. Read more

Liontrust US Income Fund

Q3 2019 review

Strong performers found in the more defensive sectors benefiting from the market’s flight to relative safety. Read more

Liontrust Russia Fund

Q3 2019 review

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Liontrust Latin America Fund

Q3 2019 review

Argentine underperformance outweighs gains in Brazilian consumer and IT stocks. Read more

Liontrust Japan Opportunities Fund

Q3 2019 review

Fund's currency hedge impacted overall gains in the third quarter. Read more

Liontrust Japan Equity Fund

Q3 2019 review

Fund's holdings in Nippon Paint and Sumco contributed to outperformance over the quarter. Read more

Liontrust India Fund

Q3 2019 review

Fund remains oriented towards the ultimate recovery of the domestic economy. Read more

Liontrust Income Fund

Q3 2019 review

Fund's equally-weighted approach remains as important as ever. Read more

Liontrust Global Technology Fund

Q3 2019 review

Fund’s top performers included Alphabet which had a positive Q2 earning report. Read more

Liontrust Global Smaller Companies Fund

Q3 2019 review

Fund's strongest contributor to returns was Trex, which rallied given improving US housing data. Read more

Liontrust Global Innovation Fund

Q3 2019 review

Fund's weighting to Alphabet was largest contributor over the quarter. Read more

Liontrust Global Dividend Fund

Q3 2019 review

Fund maintains focus on growing income, whilst also seeking to grow capital. Read more

Liontrust Global Alpha Fund

Q3 2019 review

Fund maintains its focus on high quality companies that can deliver sustainable growth. Read more

Liontrust Emerging Markets Fund

Q3 2019 review

Fund's information technology stocks contribute to performance. Read more

Liontrust China Fund

Q3 2019 review

Amid Hong Kong tensions, Fund's industrials and energy holdings contribute to performance. Read more

Liontrust Balanced Fund

Q3 2019 review

Fund's lower fixed income allocation drives outperformance in the quarter. Read more

Liontrust UK Growth Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust Special Situations Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust UK Smaller Companies Fund

September 2019 review

Quixant and Keywords weigh on Fund performance. Read more

Liontrust UK Micro Cap Fund

September 2019 review

StatPro and Synnovia surge after receiving takeover offers. Read more

Liontrust GF UK Growth Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust GF Special Situations Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust UK Ethical Fund

Q3 2019 review

London Stock Exchange and Compass feature among top stocks during volatile third quarter. Read more

Liontrust Monthly Income Bond Fund

Q3 2019 review

Fund adds new positions in Nationwide and Dwr Cymru over quarter. Read more