Month

Year

Posts:

Fund manager

Funds:

Liontrust SF Corporate Bond Fund

Q3 to end September 2017 review

Overweight in insurance and underweight duration positions were key in Q3. Read more

Liontrust SF Cautious Managed Fund

Q3 to end September 2017 review

Overweights to global and UK equities, and underweights to cash and government bonds, remain key asset allocation decisions. Read more

Liontrust SF Absolute Growth Fund

Q3 to end September 2017 review

In a strong quarter for equities overall, Keyence and Alexion have been standouts. Read more

Liontrust European Growth Fund

September 2017 review

Energy stocks dominate risers as oil price gains 10%. Read more

Liontrust Global Income Fund

September 2017 review

Rise in bond yields hurts some high-yield equity sectors. Read more

Liontrust GF European Smaller Companies Fund

September 2017 review

Benign small cap backdrop allows gains for many holdings. Read more

Liontrust GF European Strategic Equity Fund

September 2017 review

Long book participates in market rally but short book sees weakness. Read more

Liontrust Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more

Liontrust Monthly Income Bond Fund

Q3 to end September 2017 review

Performance drivers include stock selection in the bank, utility, insurance and telecom sectors. Read more

Liontrust Special Situations Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Growth Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Micro Cap Fund

September 2017 review

Bioventix tops portfolio risers after raising profit guidance. Read more

Liontrust UK Smaller Companies Fund

September 2017 review

Accesso Technology defies adverse weather conditions to post strong interim results. Read more

The Multi-Asset Process

September 2017 market review

John Husselbee discusses the Federal Reserve’s tapering announcement in September: bears have long claimed this could deflate markets but history suggests there could be plenty left in the equity tank. Read more

Liontrust Special Situations Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Growth Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Smaller Companies Fund

August 2017 review

Company newsflow drives four biggest share price moves. Read more

Liontrust UK Micro Cap Fund

August 2017 review

Bioquell biggest mover on raised profit forecast. Read more

Liontrust GF European Smaller Companies Fund

August 2017 review

Ongoing euro strength holds back European market. Read more

Liontrust Global Income Fund

August 2017 review

Financials and materials holdings shine amid geopolitical unrest. Read more

Liontrust European Growth Fund

August 2017 review

Technogym stands out in wave of half-year earnings reports. Read more

Liontrust Asia Income Fund

August 2017 portfolio changes

Raising exposure to China’s infrastructure spending. Read more

The Multi-Asset Process

August 2017 market review

August was a slightly more volatile month than we have grown used to in 2017 – largely due to sabre rattling (of the nuclear variety) by the US and Korea and bracing for the impact of Hurricane Harvey. Read more

Liontrust GF European Strategic Equity Fund

August 2017 review

Long book strength in face of falling market. Read more

Liontrust UK Smaller Companies Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust GF European Smaller Companies Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

July 2017 portfolio changes

The July 2017 portfolio changes for the Fund are available. Read more
John Husselbee

The Multi-Asset Process

July 2017 market review

The July 2017 market overview is available. Read more

Liontrust GF European Strategic Equity Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

Q2 2017 review

The Q2 2017 review for the Fund is available. Read more

Liontrust GF European Smaller Companies Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

The Multi-Asset Process

June 2017 market review

The June 2017 market overview is available. Read more

Liontrust GF European Strategic Equity Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

May 2017 review

The May 2017 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

May 2017 review

The May 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

May 2017 review

The May 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

May 2017 review

The May 2017 review for the Fund is available. Read more