Month

Year

Posts:

Fund manager

Funds:

Liontrust Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

Liontrust GF Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

The Multi Asset Process

September 2021 Market Review

After a range of concerns – from Delta variant, to spiralling raw material prices, to imminent tapering – led to 2021's first 5% drop in markets, John Husselbee asks whether gathering storms could spark a more sustained decline over the last quarter of the year. Read more

Liontrust Global Dividend Fund Fund

August 2021 review

HDFC Bank, Brookfield Reinsurance and Zurich were notable contributors over the month. Read more

Liontrust GF UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Micro Cap Fund

August 2021 review

Yourgene Health’s Covid diagnostics services boost trading. Read more

Liontrust Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Smaller Companies Fund

August 2021 review

Microlise makes strong start to life as listed company. Read more

Liontrust GF Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust GF European Strategic Equity Fund

August 2021 review

A wide range of stocks have pushed to even more extreme valuations, presenting an exciting short book opportunity. Read more

Liontrust European Growth Fund

August 2021 review

Fund participates in broad-based market rally, with Bank of Ireland leading the way after strong half-year results. Read more

Liontrust GF European Smaller Companies Fund

August 2021 review

Marks & Spencer moves sharply higher after raising financial guidance. Read more

Liontrust Strategic Bond Fund

August 2021 review

Three new corporate credits picked up at good valuations during quiet August markets. Read more

Liontrust GF Strategic Bond Fund

August 2021 review

Three new corporate credits picked up at good valuations during quiet August markets. Read more

The Multi Asset Process

August 2021 Market Review

With an exhausting 12 new market peaks for the S&P 500 in August and still no sign of any correction, this is proving an extraordinary year for equities. John Husselbee looks at prospects for the last third of 2021. Read more

Liontrust Global Dividend Fund

July 2021 review

Alphabet, Costco and Intuit were notable contributors over the month. Read more

Liontrust European Growth Fund

July 2021 review

Gains for Deutsche Pfandbriefbank and Simcorp offset by weakness among energy holdings. Read more

Liontrust GF European Strategic Equity Fund

July 2021 review

Short book expanded to capture opportunity presented by extreme valuation dislocations. Read more

Liontrust GF European Smaller Companies Fund

July 2021 review

Belimo, Ipsos and Concentric lead portfolio higher. Read more

Liontrust GF Special Situations Fund

July 2021 review

Learning Tech and PageGroup among the Fund’s highlights in busy month of trading updates. Read more

Liontrust GF UK Growth Fund

July 2021 review

Ultra Electronics recommends latest takeover offer from Cobham. Read more

Liontrust UK Growth Fund

July 2021 review

Ultra Electronics recommends latest takeover offer from Cobham. Read more

Liontrust UK Smaller Companies Fund

July 2021 review

Sumo Group and Charles Stanley the latest holdings to agree takeovers. Read more

Liontrust UK Micro Cap Fund

July 2021 review

Fund participates in IPOs of CMO Group and Microlise Group. Read more

Liontrust Special Situations Fund

July 2021 review

Learning Tech and PageGroup among the Fund’s highlights in busy month of trading updates. Read more

The Multi Asset Process

July 2021 Market Review

With markets digesting a new status quo where crisis-level monetary policy is no longer essential, John Husselbee examines the prospects for risk assets and shares a couple of anecdotes from his summer travels. Read more

Liontrust GF Strategic Bond Fund

July 2021 review

Antipodean alpha boosts Fund return with low-beta position maintained. Read more

Liontrust Strategic Bond Fund

July 2021 review

Antipodean alpha boosts Fund return with low-beta position maintained. Read more

Liontrust Latin America Fund

Q2 2021 review

At the sector level, key positive contributions came from the materials and consumer discretionary sectors in Brazil, while our holdings in Chilean banks were a drag on performance. Read more

Liontrust Global Alpha Fund

Q2 2021 review

We are especially positive as the mid cap area of the market continues to give considerable scope for further outperformance as the world continues to recover from the Covid-19 pandemic. Read more

Liontrust Japan Equity Fund

Q2 2021 review

The Fund’s underlying equity portfolio collectively underperformed due principally to the portfolio’s exposure to the previously strongly appreciating more cyclical areas such as the consumer discretionary, industrial, and materials sectors. Read more

Liontrust Global Dividend Fund

Q2 2021 review

The Fund's performance in the second quarter of the year was driven by positions in Alphabet, Adobe, Roper and Contact Energy. Read more

Liontrust Emerging Markets Fund

Q2 2021 review

Overweight positions in all three of Brazil, Russia and India, all of which performed well and contributed positively to Fund returns on both an allocation and stock selection basis. Read more

Liontrust India Fund

Q2 2021 review

The largest contribution to the positive quarter came from the IT sector where the Fund is mildly overweight, but with the majority of excess returns coming from stock selection. Read more

Liontrust Income Fund

Q2 2021 review

Tech and healthcare led the charge and we benefited from our exposure to US mega cap tech as sentiment returned to safer havens of Microsoft and Apple. This trend extended to the UK, with Halma and Sage displaying characteristic resilience. Read more

Liontrust US Opportunities Fund

Q2 2021 review

US equity markets continued their strong rally but were driven more by the secular growth areas of the market as opposed to the more cyclical areas which have dominated in recent quarters. Read more

Liontrust Global Technology Fund

Q2 2021 review

The strongest performers over the quarter were NVIDIA, Microsoft and Alphabet, with other high performers of note in the cybersecurity space. Read more

Liontrust Russia Fund

Q2 2021 review

The rally in Russian equities was driven by earnings estimates which were revised 15% higher over the quarter and are now nearly 25% higher than at the start of the year. Read more

Liontrust Global Smaller Companies Fund

Q2 2021 review

At the stock level, Upwork, Rapid7 and Cloudflare were the most significant contributors to the Fund’s outperformance over the quarter. Read more

Liontrust China Fund

Q2 2021 review

After a correction in March, we have a positive outlook as stocks are now trading at attractive valuations with economic growth likely to remain robust.  Read more

Liontrust Balanced Fund

Q2 2021 review

We are especially positive as the large and mega cap area of the market continues to give considerable scope for further outperformance as the world continues to recover from the Covid-19 pandemic. Read more

Liontrust US Income Fund

Q2 2021 review

We continue to believe that our central theme of disruption will be a key determinant of those companies which can get back to sustainable growing dividends and those that can’t. Read more

Liontrust Global Innovation Fund

Q2 2021 review

We stress that the pandemic has tested almost every business to its very fibre and not only have innovators proven much more adaptable and robust, but their ability to innovate has proven crucial to the functioning of the economy during this time. Read more

Liontrust Japan Opportunities Fund

Q2 2021 review

The Fund’s underlying equity portfolio collectively underperformed due principally to the portfolio’s exposure to the previously strongly appreciating more cyclical areas such as the consumer discretionary, industrial, and materials sectors. Read more

Liontrust SF Corporate Bond Fund

Q2 2021 review

Stock selection within banks positive over Q1, driven by holdings in discount bond securities. Read more

Liontrust SF UK Growth Fund

Q2 2021 review

Oxford Biomedica among best holdings, buoyed by increased vaccine order from AstraZeneca. Read more

Liontrust SF Cautious Managed Fund

Q2 2021 review

Overweight equities and credit, and underweight gilts and cash positions all positive in Q2. Read more

Liontrust GF SF Global Growth Fund

Q2 2021 review

Holdings such as DocuSign and Paypal continue to perform strongly as the world adapts to changed work conditions. Read more

Liontrust SF Managed Growth Fund

Q2 2021 review

Familiar names such as DocuSign, PayPal and Equinix back among top performers over second quarter. Read more