Month

Year

Posts:

Fund manager

Funds:

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 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 European Growth Fund

May 2018 review

Oil stocks make large positive contribution. Read more

Liontrust GF European Smaller Companies Fund

May 2018 review

SimCorp rises on solid Q1 numbers. 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 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 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 GF European Smaller Companies Fund

March 2018 review

Sector trends reverse as European markets succumb to trade war concerns. Read more

Liontrust Global Income Fund

March 2018 review

Trade war jitters lead global markets lower. Read more

Liontrust European Growth Fund

March 2018 review

Good returns on consumer sector holdings take edge off market weakness. Read more

Liontrust UK Micro Cap Fund

March 2018 review

Very strong debut for GRC International, a new holding which joined the AIM market in March. Read more

Liontrust UK Smaller Companies Fund

March 2018 review

KTC and Simplybiz added to the Fund via initial public offerings. Read more

Liontrust UK Growth Fund

March 2018 review

NEX and Shire rise on takeover news. Read more

Liontrust Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more

Liontrust GF Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more

Liontrust GF European Strategic Equity Fund

March 2018 review

Trade war jitters weigh on long book holdings. Read more

The Multi-Asset Process

March 2018 market review

With the tariff trade-off between the US and China dragging markets down in March, John Husselbee looks at what another weak month means for investors. Read more

Liontrust UK Smaller Companies Fund

February 2018 review

Upbeat newsflow helps Fund avoid worst of small cap weakness. Read more

Liontrust UK Micro Cap Fund

February 2018 review

Fund holds up well amid broad-based weakness in micro-cap stocks. Read more

Liontrust UK Growth Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Special Situations Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Global Income Fund

February 2018 review

Rise in South African rand aids performance. Read more