Month

Year

Posts:

Fund manager

Funds:

Liontrust Strategic Bond Fund

January 2020 review

Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more

Liontrust Macro Equity Income Fund

January 2020 review

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Liontrust Macro UK Growth Fund

January 2020 review

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Liontrust GF European Strategic Equity Fund

January 2020 review

Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more

Liontrust Global Income Fund

January 2020 review

Cruise operator Carnival among stocks exposed to coronavirus trade and travel fears but Energias de Portugal a standout performer within buoyant European utilities sector. Read more

Liontrust GF European Smaller Companies Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

Liontrust European Growth Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

The Multi-Asset Process

January 2020 Market Review

In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more

Liontrust GF Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust US Opportunities Fund

Q4 2019 review

We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more

Liontrust US Income Fund

Q4 2019 review

Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more

Liontrust UK Opportunities Fund

Q4 2019 review

We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more

Liontrust UK Mid Cap Fund

Q4 2019 review

Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more

Liontrust Russia Fund

Q4 2019 review

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Liontrust Latin America Fund

Q4 2019 review

Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more

Liontrust Japan Opportunities Fund

Q4 2019 review

The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more

Liontrust Japan Equity Fund

Q4 2019 review

The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more

Liontrust India Fund

Q4 2019 review

The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more

Liontrust Income Fund

Q4 2019 review

Fund's equally-weighted approach remains as important as ever. Read more

Liontrust Global Technology Fund

Q4 2019 review

We continue to be very optimistic about the future returns from technology companies. Read more

Liontrust Global Smaller Companies Fund

Q4 2019 review

Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more

Liontrust Global Equity Fund

Q4 2019 review

Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more

Liontrust Global Dividend Fund

Q4 2019 review

Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more

Liontrust Global Alpha Fund

Q4 2019 review

The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more

Liontrust European Opportunities Fund

Q4 2019 review

Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more

Liontrust Emerging Markets Fund

Q4 2019 review

Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more

Liontrust China Fund

Q4 2019 review

The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more

Liontrust Balanced Fund

Q4 2019 review

The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more

Liontrust UK Ethical Fund

Q4 2019 review

Sophos, L&G and Kingspan among top performers over Q4. Read more

Liontrust SF UK Growth Fund

Q4 2019 review

Helios Towers added to portfolio on IPO during quarter. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2019 review

Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more

Liontrust SF Managed Fund

Q4 2019 review

Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more

Liontrust SF Global Growth Fund

Q4 2019 review

Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more

Liontrust SF European Growth Fund

Q4 2019 review

Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2019 review

Fund reduces duration short over quarter on valuation grounds. Read more

Liontrust SF Defensive Managed Fund

Q4 2019 review

Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more

Liontrust SF Corporate Bond Fund

Q4 2019 review

Stock selection in favoured insurers and banks sectors continues to drive returns. Read more

Liontrust SF Cautious Managed Fund

Q4 2019 review

Trupanion and Abcam back among top names after weaker Q3. Read more

Liontrust SF Absolute Growth Fund

Q4 2019 review

Fund moves to overweight equities and underweight cash as economic momentum improves. Read more

Liontrust Monthly Income Bond Fund

Q4 2019 review

Underweight duration and overweight credit beta positions both positive in Q4. Read more

Liontrust European Growth Fund

December 2019 review

Oil companies help Fund outpace the market. Read more

Liontrust Global Income Fund

December 2019 review

Fund yield continues to exceed the MSCI World Index. Read more

Liontrust GF European Strategic Equity Fund

December 2019 review

UK-listed stocks help power long book gains. Read more

Liontrust Global Dividend Fund

December 2019 review

Technology led the market in 2019, predominantly driven by Apple. In 2020, we expect the earnings to inflect. Read more

Liontrust GF European Smaller Companies Fund

December 2019 review

Oil companies help Fund outpace the market. Read more

The Multi-Asset Process

December 2019 Market Review

December brings long-awaited developments on Brexit and trade. Read more

Liontrust Macro Equity Income Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more

Liontrust Macro UK Growth Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2019 review

New allocation position uses credit default swaps to take short exposure to financials sector spreads relative to wider market. Read more