Month

Year

Posts:

Fund manager

Funds:

Liontrust European Growth Fund

March 2020 review

Health care stocks a bright spot amid heavy selling across the market. Read more

Liontrust GF SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more

Liontrust US Opportunities Fund

Q1 2020 review

Our better performing holdings tended to have more recurring or subscription type revenues in industries less impacted by social distancing measures. Read more

Liontrust US Income Fund

Q1 2020 review

The sharp underperformance of smaller companies and the remarkable relative outperformance of the mega-cap technology stocks was a detractor over the quarter. Read more

Liontrust UK Opportunities Fund

Q1 2020 review

The Fund suffered during the quarter due to its significant underweight in large-cap stocks. Read more

Liontrust UK Mid Cap Fund

Q1 2020 review

Large companies outperformed smaller companies in the quarter as investors gravitated towards the perceived, relative, safety of familiar mega caps. Read more

Liontrust Russia Fund

Q1 2020 review

Coronavirus pandemic and collapse of OPEC+ talks sent crude oil prices down, putting further pressure on the Russian market. Read more

Liontrust Latin America Fund

Q1 2020 review

With the surging US dollar, emerging markets have had a particularly tough time in the first quarter and Latin America has not been spared. Read more

Liontrust Japan Opportunities Fund

Q1 2020 review

The appreciation of the yen over the quarter was a significant attributor to the Fund's overall loss. Read more

Liontrust Japan Equity Fund

Q1 2020 review

The Fund’s underlying equity portfolio collectively underperformed due principally to the Fund’s absence of exposure to the classic defensive sectors. Read more

Liontrust India Fund

Q1 2020 review

The underperformance over the quarter was primarily driven by overweight sector positions in more cyclical areas. Read more

Liontrust UK Ethical Fund

Q1 2020 review

LSE and SMS hold up best in tough quarter for equities. Read more

Liontrust SF UK Growth Fund

Q1 2020 review

Managers confident in longer-term prospects for battered consumer discretionary names. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2020 review

Stocks in healthcare and Connecting people themes among strongest performers. Read more

Liontrust SF Managed Growth Fund

Q1 2020 review

Healthcare and telecom names hold up best in volatile quarter. Read more

Liontrust Global Dividend Fund

March 2020 review

Fund continues to hold up well in the sell-off, thanks largely to our exposure to companies with both strong balance sheets and pricing power. Read more

Liontrust SF Managed Fund

Q1 2020 review

Structural growth focus shields fund from worst-hit sectors. Read more

Liontrust SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more

Liontrust SF European Growth Fund

Q1 2020 review

Managers confident in long-term prospects across portfolio holdings. Read more

Liontrust SF Defensive Managed Fund

Q1 2020 review

Fund remains overweight credit and infrastructure amid volatile quarter. Read more

Liontrust SF Corporate Bond Fund

Q1 2020 review

Managers confident in rally potential in hard-hit banks and insurers. Read more

Liontrust SF Cautious Managed Fund

Q1 2020 review

Managers slowly adding to equities by the end of a volatile quarter. Read more

Liontrust Monthly Income Bond Fund

Q1 2020 review

Fund reduces duration short in the face of falling government yields. Read more

Liontrust Asia Income Fund

Q1 2020 review

While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more

Liontrust GF Asia Income Fund

Q1 2020 review

While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more

Liontrust Macro UK Growth Fund

March 2020 review

Housebuilders fall heavily but they have net cash and look sufficiently robust to weather the economic shutdown. Read more

Liontrust Macro Equity Income Fund

March 2020 review

Fund’s dividend deferrals in March were largely limited to housebuilders but it’s likely that market-wide dividend cancellations will grow. Read more

Liontrust Special Situations Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust UK Micro Cap Fund

March 2020 review

FRP Advisory Group bought via IPO and Churchill China added after it dipped into the Fund’s buying range; cash levels remain high. Read more

Liontrust UK Growth Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust UK Smaller Companies Fund

March 2020 review

The portfolio consists of profitable companies with solid balance sheets and the Fund’s high cash levels give the opportunity to support companies if equity issues are needed. Read more

Liontrust GF Special Situations Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust GF UK Growth Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust Strategic Bond Fund

March 2020 review

Central banks unleash fresh stimulus as bond market liquidity dries up. Read more

Liontrust GF Strategic Bond Fund

March 2020 review

Central banks unleash fresh stimulus as bond market liquidity dries up. Read more

Liontrust GF High Yield Bond Fund

Q1 2020 review

Government support measures stop high yield market from marking worst month on record. Read more

Liontrust GF Absolute Return Bond Fund

Q1 2020 review

Credit curve inverts during coronavirus fallout. Read more

Liontrust European Enhanced Income Fund

March 2020 review

Financial holdings weigh on Fund as coronavirus pandemic spreads panic in financial markets. Read more

Liontrust European Income Fund

March 2020 review

Financial holdings weigh on Fund as coronavirus pandemic spreads panic in financial markets. Read more

The Multi-Asset Process

March 2020 Market Review

John Husselbee reflects on the rapid descent from the long bull market into a bear market with the ongoing spread of Coronavirus and what this means for portfolios. Read more

Liontrust European Enhanced Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust European Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust Macro Equity Income Fund

February 2020 review

Fund declines amid broad-based market weakness; Redrow added to Infrastructure Spending theme. Read more

Liontrust Macro UK Growth Fund

February 2020 review

Fund declines amid broad-based market weakness. Read more

Liontrust Global Income Fund

February 2020 review

Travel companies issue warnings as coronavirus outbreak widens. Read more

Liontrust GF European Strategic Equity Fund

February 2020 review

Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more

Liontrust GF European Smaller Companies Fund

February 2020 review

Coronavirus rout hits WH Smith shares. Read more

Liontrust European Growth Fund

February 2020 review

Adidas sees business activity slump in China. Read more

Liontrust Global Dividend Fund

February 2020 review

Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more

Liontrust GF Asia Income Fund

February 2020 portfolio changes

The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more