Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro UK Growth Fund

September 2019 review

Value rally provides broad boost for Fund holdings. Read more

Liontrust Macro Equity Income Fund

September 2019 review

Value rally provides broad boost for Fund holdings. Read more

Liontrust GF Strategic Bond Fund

September 2019 review

German curve position proves right, but for the wrong reasons. Read more

Liontrust GF High Yield Bond Fund

Q3 2019 review

Slowdown likely to lead to earnings squeeze rather than material increase in default risk. Read more

Liontrust GF Absolute Return Bond Fund

Q3 2019 review

Carry component provides majority of alpha with duration kept low in order to protect against extreme valuations. Read more

Liontrust Strategic Bond Fund

September 2019 review

German curve position proves right, but for the wrong reasons. Read more

The Multi-Asset Process

September 2019 Market Review

With the ongoing threat of a global economic slowdown, trade wars and a non-deal Brexit, John Husselbee looks at the actions of central banks during September. Read more

Liontrust Macro Equity Income Fund

August 2019 review

Fund’s value positioning presents a strong headwind as macro events lead to a ‘risk-off’ environment and expectations of more monetary stimulus. Read more

Liontrust Macro UK Growth Fund

August 2019 review

Fund’s value positioning presents a strong headwind as macro events lead to a ‘risk-off’ environment and expectations of more monetary stimulus. Read more

Liontrust UK Smaller Companies Fund

August 2019 review

Clipper Logistics and Pennant International shares fall as they warn that full-year results are likely to miss expectations. Read more

Liontrust UK Micro Cap Fund

August 2019 review

Fund participates in Brickability Group IPO. Read more

Liontrust UK Growth Fund

August 2019 review

Defensive large cap stocks shine as investors seek safe havens. Read more

Liontrust Special Situations Fund

August 2019 review

Industrial holdings take a hit in risk-off environment. Read more

Liontrust GF UK Growth Fund

August 2019 review

Defensive large cap stocks shine as investors seek safe havens. Read more

Liontrust GF Special Situations Fund

August 2019 review

Industrial holdings take a hit in risk-off environment. Read more

Liontrust GF European Strategic Equity Fund

August 2019 review

Short book excels as stocks hit by US-China trade war. Read more

Liontrust Global Income Fund

August 2019 review

Target delivers upbeat results against a weak sector backdrop. Read more

Liontrust GF European Smaller Companies Fund

August 2019 review

Belimo Holding warns that trade tensions could squeeze margins. Read more

Liontrust European Growth Fund

August 2019 review

Clothing brands suffer as investors rotate out of cyclical sectors. Read more

Liontrust European Income Fund

August 2019 review

Fund’s financial sector holdings suffer as global bond yields push lower still. Read more

Liontrust European Enhanced Income Fund

August 2019 review

Fund’s financial sector holdings suffer as global bond yields push lower still. Read more

Liontrust GF Strategic Bond Fund

August 2019 review

There is too much priced into the markets for the central banking “put” and not enough for trend-like inflation. Read more

Liontrust Strategic Bond Fund

August 2019 review

There is too much priced into the markets for the central banking “put” and not enough for trend-like inflation. Read more

Liontrust GF Asia Income Fund

August 2019 portfolio changes

Chinese food and beverage specialist Dali Foods added to portfolio. Read more

Liontrust Asia Income Fund

August 2019 portfolio changes

Chinese food and beverage specialist Dali Foods added to portfolio. Read more

The Multi-Asset Process

August 2019 Market Review

John Husselbee takes stock of markets as Brexit, trade wars and an inverted yield curve in the US continue to spook investors. Read more

Liontrust Global Income Fund

July 2019 review

Markets rise in the run up to US interest rate cut. Read more

Liontrust European Growth Fund

July 2019 review

Recordati and ASML Holdings are the highlights amid Q2 reporting. Read more

Liontrust GF European Smaller Companies Fund

July 2019 review

AG Barr, Eramet and Moneysupermarket weigh on Fund returns during busy reporting month. Read more

Liontrust Macro UK Growth Fund

July 2019 review

Weak pound a portfolio headwind as UK-facing cyclicals fall while defensive industries hold up well. Read more

Liontrust Macro Equity Income Fund

July 2019 review

Weak pound a portfolio headwind as UK-facing cyclicals fall while defensive industries hold up well. Read more

Liontrust GF European Strategic Equity Fund

July 2019 review

Fund lags as Federal Reserve cuts interest rates. Read more

Liontrust UK Smaller Companies Fund

July 2019 review

Robert Walters warns of exposure to Brexit-related loss of customer confidence but overall portfolio holds up well against weak small cap backdrop – Bango, Accesso and Quixant all register large double-digit percentage gains. Read more

Liontrust UK Micro Cap Fund

July 2019 review

Jaywing warns of falling activity levels due to macro uncertainties; Instem (+19%) and Sopheon (-25%) have opposing experiences of shift in client demand to Software-as-a-Service. Read more

Liontrust Special Situations Fund

July 2019 review

Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more

Liontrust UK Growth Fund

July 2019 review

Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more

Liontrust GF UK Growth Fund

July 2019 review

Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more

Liontrust GF Special Situations Fund

July 2019 review

Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more

Liontrust GF Strategic Bond Fund

July 2019 review

Alpha generation from short position in Canadian bonds vs US offsets impact of portfolio’s low duration. Read more

Liontrust GF Asia Income Fund

July 2019 portfolio changes

Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more

Liontrust Asia Income Fund

July 2019 portfolio changes

Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more

Liontrust Strategic Bond Fund

July 2019 review

Alpha generation from short position in Canadian bonds vs US offsets impact of portfolio’s low duration. Read more

The Multi-Asset Process

July 2019 Market Review

Central bank largesse enough to balance economic scales – for now. Read more

Liontrust SF Corporate Bond Fund

Q2 2019 review

Bonds post another solid quarter as banks prolong economic cycle. Read more

Liontrust GF SF European Corporate Bond Fund

Q2 2019 review

Managers up duration short to Germany as yields hit all-time lows. Read more

Liontrust Monthly Income Bond Fund

Q2 2019 review

Managers reduce UK duration short amid heightened political uncertainty. Read more

Liontrust UK Ethical Fund

Q2 2019 review

Kingspan, London Stock Exchange and Softcat feature in strongest performers. Read more

Liontrust SF UK Growth Fund

Q2 2019 review

Kingspan, Abcam and Learning Technologies Group among top contributors to returns. Read more

Liontrust SF European Growth Fund

Q2 2019 review

Cellnex, Banca Generali and SAP among top contributors in second quarter. Read more

Liontrust SF Cautious Managed Fund

Q2 2019 review

Structural dynamics, such as the shift to a digital economy and the need to improve efficiency, continue to drive earnings. Read more