Month

Year

Posts:

Fund manager

Funds:

Liontrust Special Situations Fund

September 2018 review

Three new stocks added: Coats, Sage and TI Fluid Systems. Read more

Liontrust UK Smaller Companies Fund

September 2018 review

Large gains for Craneware and Learning Technologies. Read more

Liontrust GF European Strategic Equity Fund

September 2018 review

Long and short book both contribute to positive performance. Read more

The Multi-Asset Process

September 2018 Market Review

To tariff or not to tariff? As Donald Trump adds a new verb to the economic lexicon, John Husselbee explains how familiar concerns are creating opportunities for investors seeking cheaper assets. Read more

Liontrust GF Absolute Return Bond Fund

Q3 2018 review

Some of the Fund’s market carry was eroded but its alpha sources added value. Read more

Liontrust GF High Yield Bond Fund

Q3 2018 review

Maintaining conviction that US dollar-denominated high yield bonds offer better value than euro-denominated bonds. Read more

Liontrust GF Strategic Bond Fund

September 2018 review

Duration lengthened slightly to take advantage of improved value. Read more

Liontrust Strategic Bond Fund

September 2018 review

Duration lengthened slightly to take advantage of improved value. Read more

Liontrust GF Strategic Bond Fund

August 2018 review

Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more

Liontrust Strategic Bond Fund

August 2018 review

Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more

Liontrust UK Micro Cap Fund

August 2018 review

Bioquell and Pennant International drive positive returns. Read more

Liontrust UK Smaller Companies Fund

August 2018 review

Two largest contributors to monthly performance – Bioquell and Statpro – both issue half-year results. Read more

Liontrust UK Growth Fund

August 2018 review

Good half-year results from Aggreko and Wood Group help fund prove resilient to market weakness. Read more

Liontrust Special Situations Fund

August 2018 review

Imimobile added to portfolio while Fidessa exits following takeover. Read more

Liontrust GF Special Situations Fund

August 2018 review

Imimobile added to portfolio while Fidessa exits following takeover. Read more

Liontrust GF European Strategic Equity Fund

August 2018 review

Emerging market and trade concerns weigh on European equity returns. Read more

Liontrust GF European Smaller Companies Fund

August 2018 review

Mining stocks weigh on Fund returns. Read more

Liontrust European Growth Fund

August 2018 review

Fund resilient in down market following market beating results from Peab and SimCorp. Read more

The Multi-Asset Process

August 2018 Market Review

The usual tranquillity associated with August was shattered this year by a rate rise in the UK, volatility in Turkey and trade wars along with the usual fun and games surrounding Trump and the Brexit negotiations. John Husselbee looks at who are some of the winners and losers. Read more

Liontrust UK Growth Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust GF Special Situations Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust Special Situations Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust UK Micro Cap Fund

July 2018 review

Fund participates in Nucleus Financial IPO. Read more

Liontrust UK Smaller Companies Fund

July 2018 review

dotDigital is strongest performer amid heavy corporate newsflow. Read more

Liontrust GF European Smaller Companies Fund

July 2018 review

Robust interim results from a number of portfolio holdings. Read more

Liontrust European Growth Fund

July 2018 review

Peugeot rises on interim results and hopes of improvement in US/Europe trade dispute. Read more

Liontrust GF European Strategic Equity Fund

July 2018 review

European autos boosted after US, EU trade agreement. Read more

The Multi-Asset Process

July 2018 Market Review

No respite from Trade and Brexit worries as we enter holiday season. Read more

Liontrust GF Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more

Liontrust Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more

Liontrust UK Ethical Fund

Q2 2018 review

Fund sells Melrose during quarter, as acquisition of GKN ups defence exposure. Read more

Liontrust SF UK Growth Fund

Q2 2018 review

Stocks highlighted include Oxford BioMedica and GW Pharma. Read more

Liontrust SF Managed Fund

Q2 2018 review

Fund continues to be overweight equity and credit and underweight cash and government bonds. Read more

Liontrust SF Global Growth Fund

Q2 2018 review

In a strong quarter, stocks highlighted include Kingspan and Intuit. Read more

Liontrust SF European Growth Fund

Q2 2018 review

Volatile Q2 for Europe, both politically and in terms of markets. Read more

Liontrust SF Defensive Managed Fund

Q2 2018 review

UK and Global ex-UK portfolios thrive despite political volatility. Read more

Liontrust SF Corporate Bond Fund

Q2 2018 review

Fund adds SCOR, Allianz and Telecom Italia over quarter. Read more

Liontrust SF Cautious Managed Fund

Q2 2018 review

Underlying business fundamentals remain strong in favoured areas. Read more

Liontrust SF Absolute Growth Fund

Q2 2018 review

Increasing equity exposure in March bears fruit in Q2. Read more

Liontrust Monthly Income Bond Fund

Q2 2018 review

Spreads widen in face of political volatility and trade war fears. Read more

Luxcellence-Liontrust SF Pan European Equity Fund

Q2 2018 review

Stocks highlighted include Kingspan and Informa. Read more

Liontrust GF European Smaller Companies Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust GF European Strategic Equity Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust European Growth Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust UK Smaller Companies Fund

June 2018 review

Video gaming specialist Sumo Group among top contributors in June. Read more

Liontrust UK Micro Cap Fund

June 2018 review

Fund invests in Mind Gym, a behavioural science training provider. Read more

Liontrust UK Growth Fund

June 2018 review

RWS Holdings and Indivior bookend portfolio’s monthly movers. Read more

Liontrust GF Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

Liontrust Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

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