Month

Year

Posts:

Fund manager

Funds:

Liontrust SF Managed Fund

Q2 2019 review

Managers reduced equity overweight and cash underweight in face of rising risks. Read more

Liontrust SF Global Growth Fund

Q2 2019 review

Names including Cellnex, Abcam, IQVIA and Ecolab among top contributors to returns. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2019 review

Danish utility services company Ørsted among additions to portfolio over quarter. Read more

Liontrust SF Absolute Growth Fund

Q2 2019 review

Managers up cash position in face of rising risks. Read more

Liontrust UK Micro Cap Fund

June 2019 review

Fund avoids the decline in the micro cap market. Read more

Liontrust UK Smaller Companies Fund

June 2019 review

Video gaming stocks Sumo and Team17 among Fund highlights in June. Read more

Liontrust Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust European Growth Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust GF European Smaller Companies Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF High Yield Bond Fund

Q2 2019 review

Solid quarter as market remains hyper sensitive to central bank activity. Read more

Liontrust GF Absolute Return Bond Fund

Q2 2019 review

Soothing words from central bankers cement idea of policy put. Read more

Liontrust GF European Strategic Equity Fund

June 2019 review

Mining stocks drive long book gains amid iron ore supply constraints. Read more

The Multi-Asset Process

June 2019 Market Review

The performance of stock markets this year may prompt investors to think of Ella Fitzgerald singing about how the livin’ is easy during summertime. John Husselbee, however, reviews the myriad uncertainties presented by politics, trade wars and central bank policies. Read more

Liontrust GF European Smaller Companies Fund

May 2019 review

Small Cap stocks feel brunt of market sell-off. Read more

Liontrust European Growth Fund

May 2019 review

Fund’s growth bias unhelpful as investors rotate into defensive sectors. Read more

Liontrust Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust GF Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust UK Smaller Companies Fund

May 2019 review

Positive company newsflow helps Fund buck market decline. Read more

Liontrust UK Growth Fund

May 2019 review

Engineers Renishaw and Wood Group weigh on Fund returns. Read more

Liontrust Special Situations Fund

May 2019 review

YouGov and Kainos help Fund weather turbulent month. Read more

Liontrust GF UK Growth Fund

May 2019 review

Engineers Renishaw and Wood Group weigh on Fund returns. Read more

Liontrust GF Special Situations Fund

May 2019 review

YouGov and Kainos help Fund weather turbulent month. Read more

Liontrust GF European Strategic Equity Fund

May 2019 review

Investors shun risk assets as trade tensions return. Read more

The Multi-Asset Process

May 2019 Market Review

The strongest start to a year for equities since late 1980s ran up against familiar roadblocks in May as trade and political conflicts spooked investors. Read more

Liontrust UK Smaller Companies Fund

April 2019 review

AB Dynamics and Trifast – both of which count the auto industry among key customers – provide portfolio highlights. Read more

Liontrust UK Micro Cap Fund

April 2019 review

Upbeat investor updates from AB Dynamics and Solid State outweigh K3 Capital profit warning. Read more

Liontrust Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust European Growth Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust GF European Smaller Companies Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust GF European Strategic Equity Fund

April 2019 review

Short book performance holds back Fund as equity markets continue rally. Read more

Liontrust Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. Read more

Liontrust GF Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. Read more

Liontrust SF UK Growth Fund

Q1 2019 review

Top contributors over a much healthier quarter included GQ Pharmaceuticals, Softcat and Worldpay, all recovering from a tough Q4. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2019 review

Banking exposure key as several names contribute to returns over Q1. Read more

Liontrust SF Managed Fund

Q1 2019 review

Fund added money back into equities and credit over Q1. Read more

Liontrust SF Global Growth Fund

Q1 2019 review

Equities bounce back strongly over the period as markets climb proverbial “wall of worry”. Read more

Liontrust SF European Growth Fund

Q1 2019 review

Top contributors over a solid quarter included Roche, Fresenius and Siemens Gamesa. Read more

Liontrust GF SF European Corporate Bond Fund

Q1 2019 review

Sector allocation in core areas of banks, insurance and telecoms positive over Q1 as asset classes rallies. Read more

Liontrust SF Cautious Managed Fund

Q1 2019 review

Markets bounced in Q1 as risk of policy error and trade war abate. Read more

Liontrust SF Defensive Managed Fund

Q1 2019 review

Top performers over solid first quarter include Cadence Design, SS&C and IQVIA. Read more

Liontrust SF Corporate Bond Fund

Q1 2019 review

Credit and government bonds enjoy strong Q1 on back of dovish central banks. Read more

Liontrust SF Absolute Growth Fund

Q1 2019 review

Managers cut cash from 15% to 4% over the quarter, citing overly negative consensus on Brexit and trade. Read more