Month

Year

Posts:

Fund manager

Funds:

Liontrust GF SF Pan-European Growth Fund

Q2 2021 review

Names such as Cellnex, ASML and Roche among our positions, with the latter’s arthritis drug Actemra/RoActemra confirmed as emergency Covid treatment. Read more

Liontrust SF Managed Fund

Q2 2021 review

Asset allocation remained a positive factor over the quarter, as risk assets continued to deliver returns. Read more

Liontrust UK Ethical Fund

Q2 2021 review

Familiar names such as John Laing Group, on takeover news, LTG and Treatt among top holdings over Q2. Read more

Liontrust Monthly Income Bond Fund

Q2 2021 review

Credit portfolio a key driver over quarter, with core overweights to banks, insurance and telecommunications continuing to generate performance. Read more

Liontrust SF Global Growth Fund

Q2 2021 review

Alphabet and IQVIA top performers over quarter, boosted by strong Q1 results. Read more

Liontrust SF European Growth Fund

Q2 2021 review

Recent additions such as Lifco, Nagarro and Zur Rose Group feature among quarter’s top holdings. Read more

Liontrust SF Defensive Managed Fund

Q2 2021 review

Financials including St James’s Place and London Stock Exchange Group among quarter’s top performers. Read more

Liontrust GF SF European Corporate Bond Fund

Q2 2021 review

Credit portfolio outperforms against constructive fundamental and technical backdrop. Read more

Liontrust UK Smaller Companies Fund

June 2021 review

Mind Gym shares jump on evidence of improving momentum, but On The Beach drops heavily. Read more

Liontrust GF UK Growth Fund

June 2021 review

Fund boosted by takeover speculation regarding a couple of its holdings. Read more

Liontrust UK Growth Fund

June 2021 review

Fund boosted by takeover speculation regarding a couple of its holdings. Read more

Liontrust UK Micro Cap Fund

June 2021 review

Avingtrans, CML Microsystems and Mind Gym notch up large gains on positive newsflow. Read more

Liontrust Special Situations Fund

June 2021 review

Next Fifteen Communications rises sharply after an acceleration in growth pushes performance ahead of its expectations. Read more

Liontrust GF Special Situations Fund

June 2021 review

Next Fifteen Communications rises sharply after an acceleration in growth pushes performance ahead of its expectations. Read more

Liontrust GF European Smaller Companies Fund

June 2021 review

Growth resurgence weighs on Fund returns. Read more

Liontrust European Growth Fund

June 2021 review

Growth resurgence weighs on Fund returns. Read more

Liontrust GF European Strategic Equity Fund

June 2021 review

Growth resurgence weighs on Fund returns. Read more

Liontrust GF Absolute Return Bond Fund

Q2 2021 review

Carry component and credit selection make incremental gains in absence of any market dislocation to exploit. Read more

Liontrust GF High Yield Bond Fund

Q2 2021 review

Absence of energy issuers a headwind as low quality outperforms, but recent credit picks have fared well. Read more

Liontrust GF Strategic Bond Fund

June 2021 review

Fed’s new guidance already priced into yield curve; we expect rate lift off in 2022. Read more

Liontrust Strategic Bond Fund

June 2021 review

Fed’s new guidance already priced into yield curve; we expect rate lift off in 2022. Read more

The Multi-Asset Process

June 2021 Market Review

Broad bullishness continues at the midpoint of 2021 but with a slightly more hawkish hue to central banks, and still no 5% correction for the S&P 500 this year, John Husselbee suggests we may see some cooling off in the second half. Read more

Liontrust UK Growth Fund

May 2021 review

Positive economic backdrop feeding into corporate updates. Read more

Liontrust UK Smaller Companies Fund

May 2021 review

Financial stocks dominate Fund newsflow with updates from Impax AM, Charles Stanley and Mattioli Woods. Read more

Liontrust GF UK Growth Fund

May 2021 review

Positive economic backdrop feeding into corporate updates. Read more

Liontrust Special Situations Fund

May 2021 review

Future and Coats indicate better than expected full-year results. Read more

Liontrust GF Special Situations Fund

May 2021 review

Future and Coats indicate better than expected full-year results. Read more

Liontrust UK Micro Cap Fund

May 2021 review

Augean shares leap higher on the back of takeover interest. Read more

Liontrust GF European Smaller Companies Fund

May 2021 review

Highlights include better-than-expected Q1 results from Danish jeweller Pandora and a bullish update from direct marketing group 4imprint. Read more

Liontrust GF European Strategic Equity Fund

May 2021 review

A very strong month in which the long book comfortably outperformed a rising market while the short book also made a positive contribution. Read more

Liontrust European Growth Fund

May 2021 review

The Fund had healthy exposure to strength in the consumer discretionary sector with Danish jeweller Pandora the highlight following good Q1 results. Read more

Liontrust Strategic Bond Fund

May 2021 review

If inflation expectations become unanchored then the Fed might have to act sooner, but our central case is for a late-summer US monetary policy change. Read more

Liontrust GF Strategic Bond Fund

May 2021 review

If inflation expectations become unanchored then the Fed might have to act sooner, but our central case is for a late-summer US monetary policy change. Read more

The Multi-Asset Process

May 2021 Market Review

As higher inflation puts pressure on longer duration stocks and markets near euphoric levels, despite May selloffs, John Husselbee asks whether a healthy correction could be imminent after no 5% drop in the S&P 500 for six months and counting. Read more

Liontrust GF European Smaller Companies Fund

April 2021 review

PageGroup and IMI both optimistic about 2021 after robust first quarters. Read more

Liontrust Global Income Fund

April 2021 review

Bank of Ireland and Navient among the highlights as financial stocks boost Fund performance. Read more

Liontrust GF European Strategic Equity Fund

April 2021 review

Net exposure reduced following strong market run. Read more

Liontrust European Growth Fund

April 2021 review

AP Moller-Maersk and Uponor benefit from strong market demand. Read more

Liontrust UK Smaller Companies

April 2021 review

Arbuthnot Banking leads portfolio gainers; Fund adds new position in re-commerce specialist MusicMagpie via initial public offering. Read more

Liontrust UK Micro Cap Fund

April 2021 review

Cerillion a stand-out performer after recent contract wins lift trading ahead of expectations. Read more

Liontrust UK Growth Fund

April 2021 review

IMI upgrades growth guidance and PageGroup issues upbeat trading statement. Read more

Liontrust GF UK Growth Fund

April 2021 review

IMI upgrades growth guidance and PageGroup issues upbeat trading statement. Read more

Liontrust Special Situations Fund

April 2021 review

PageGroup and Next Fifteen Communications among holdings to provide upbeat trading updates. Read more

Liontrust GF Special Situations Fund

April 2021 review

PageGroup and Next Fifteen Communications among holdings to provide upbeat trading updates. Read more

Liontrust Strategic Bond Fund

April 2021 review

Differing policy responses to the reflationary trend will continue to cause bond markets to oscillate and create alpha opportunities. Read more

Liontrust GF Strategic Bond Fund

April 2021 review

Differing policy responses to the reflationary trend will continue to cause bond markets to oscillate and create alpha opportunities. Read more

The Multi Asset Process

April 2021 Market Review

With stock markets continuing to set record highs as the US, UK and European economies open up at varying speeds, John Husselbee discusses which markets and sectors are most at risk of corrections and which are most likely to benefit from an economic rebound. Read more

Liontrust Balanced Fund

Q1 2021 review

Fund's focus on technology-related stocks or those companies utilising technology to gain a competitive advantage versus their industry peers was a major detractor to returns in Q1. Read more

Liontrust China Fund

Q1 2021 review

This quarter, we increased our positions in the financials space as companies in this sector should benefit from the continued economic recovery and normalisation of monetary policy in China. Read more

Liontrust Emerging Markets Fund

Q1 2021 review

Within emerging markets, returns were dramatically varied, both on a sector and country level. The prime beneficiaries of the prevailing macro backdrop were materials, financials, energy and industrials. Read more