Month

Year

Posts:

Fund manager

Funds:

Liontrust Global Alpha Fund

Q1 2021 review

While disappointing to underperform the average peer in the IA Flexible investment sector, the Fund’s positive contributors over the period included Alphabet, CME Group and Horizon Therapeutics. Read more

Liontrust US Opportunities Fund

Q1 2021 review

The Fund was helped by its larger than benchmark position in smaller cap companies and indeed many of the strongest performers during the quarter were to be found down the market cap spectrum. Read more

Liontrust Russia Fund

Q1 2021 review

Key positive contributions came from positions in Novatek, TCS and Lukoil while the relative underperformance was due to being underweight in the energy sector. Read more

Liontrust Latin America Fund

Q1 2021 review

Positive contributions came from holdings in Chilean banks and mining companies Vale and Grupo Mexico, while relative underperformance was driven by holdings in consumer discretionary and utilities sectors in Brazil. Read more

Liontrust Japan Equity Fund

Q1 2021 review

Major contributors to outperformance were the materials and construction holdings which all gained more than 15% with notable mention to Mitsubishi Chemicals, JFE steel and Haseko, all returning over 30%. Read more

Liontrust India Fund

Q1 2021 review

The drivers of the Fund’s performance were primarily stock selection in three key sectors – materials, financials and IT. Read more

Liontrust Income Fund

Q1 2021 review

The Fund faced a number of headwinds over the quarter, including the considerable underperformance of technology stocks and an underweight to UK stocks outside of the FTSE 100. Read more

Liontrust Global Technology Fund

Q1 2021 review

Technology, and US based growth equities in general, had a very strong start to the year up to January when their fortunes reversed with fears of inflation seeing treasury yields begin to rise significantly. Read more

Liontrust Global Smaller Companies Fund

Q1 2021 review

The price of long-term outperformance is often volatility and given the strength of the Fund’s performance last year, it is somewhat understandable the portfolio has underperformed over recent months. Read more

Liontrust Global Dividend Fund

Q1 2021 review

We continue to focus on buying excellent companies with high chances of long-term success and we are excited by numerous opportunities that we currently see presenting themselves. Read more

Liontrust US Income Fund

Q1 2021 review

US equities continued the strong, cyclical, reflationary rally that began in earnest in the summer of last year fuelled by continued fiscal stimulus and evidence that US economy is bouncing back quicker than many thought it would. Read more

Liontrust Global Innovation Fund

Q1 2021 review

We continue to believe that maximizing long-run investment returns is achieved by investing in businesses that have the best chances of long-run operational success. Read more

Liontrust Japan Opportunities Fund

Q1 2021 review

The currency hedge back into sterling boosted the Fund’s outperformance in the first quarter. Read more

Liontrust Global Income Fund

March 2021 review

Auto maker Stellantis rises on upbeat margin outlook but German fertilizer company K+S disappoints with 2021 earnings guidance. Read more

Liontrust European Growth Fund

March 2021 review

Value bias again beneficial; Steel wire company Bekaert was one of the highlights, with expectation-beating 2020 results. Read more

Liontrust GF European Smaller Companies Fund

March 2021 review

Value bias again beneficial; London-listed housebuilder Vistry Group and Belgian steel wire company Bekaert both beat expectations with 2020 results. Read more

Liontrust GF European Strategic Equity Fund

March 2021 review

Long book once again benefits from value bias. Read more

Liontrust SF Managed Fund

Q1 2021 review

Structural growth focus helps avoid crowded trades, with Alphabet only holding among FAANGs. Read more

Liontrust GF SF Global Growth Fund

Q1 2021 review

Alphabet and ASML continue to shine amid tougher period for quality growth. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2021 review

Several financials feature among top holdings as sector continues to rally. Read more

Liontrust SF Corporate Bond Fund

Q1 2021 review

Corporate credit spreads remain resilient despite pressure from rising yields. Read more

Liontrust SF Global Growth Fund

Q1 2021 review

Several financials, including Schwab, First Republic Bank and Prudential, among top names as ‘value’ continues rally. Read more

Liontrust SF European Growth Fund

Q1 2021 review

ASML, Umicore and Assa Abloy among top names in slower quarter for quality growth. Read more

Liontrust SF Managed Growth Fund

Q1 2021 review

Overweight equities and underweight cash positive contributors in tough Q1 for quality growth stocks. Read more

Liontrust UK Ethical Fund

Q1 2021 review

Stocks hit hardest in 2020, including National Express and DFS, continue to rally. Read more

Liontrust Monthly Income Bond Fund

Q1 2021 review

Underweight rate position drives performance amid sharp rise in government bond yields. Read more

Liontrust SF UK Growth Fund

Q1 2021 review

Home REIT and First Derivatives among adds over period. Read more

Liontrust SF Cautious Managed Fund

Q1 2021 review

Overweight equities and underweight cash and government bonds all positive contributors in tougher Q1 for quality growth stocks. Read more

Liontrust SF Defensive Managed Fund

Q1 2021 review

GW Pharmaceuticals and Softcat key UK names in tougher Q1 for quality growth. Read more

Liontrust GF SF European Corporate Bond Fund

Q1 2021 review

Duration short key to outperformance as government bonds sell off. Read more

Liontrust UK Micro Cap Fund

March 2021 review

March’s key share price moves stem from a variety of trading updates, acquisitions and contract wins. Read more

Liontrust Special Situations Fund

March 2021 review

Renishaw sale announcement and 2020 earnings season dominate March newsflow. Read more

Liontrust UK Growth Fund

March 2021 review

Renishaw sale announcement and 2020 earnings season dominate March newsflow. Read more

Liontrust GF Special Situations Fund

March 2021 review

Renishaw sale announcement and 2020 earnings season dominate March newsflow. Read more

Liontrust UK Smaller Companies Fund

March 2021 review

Results from Mortgage Advice Bureau and Smart Metering Systems among those to show resilience to Covid-19. Read more

Liontrust GF UK Growth Fund

March 2021 review

Renishaw sale announcement and 2020 earnings season dominate March newsflow. Read more

Liontrust GF Strategic Bond Fund

March 2021 review

Lower duration limits capital losses during sell-off. Read more

Liontrust GF Absolute Return Bond Fund

Q1 2021 review

Exposure to market sell-off outweighs fund’s alpha generation in March. Read more

Liontrust GF High Yield Bond Fund

Q1 2021 review

Good stock-picking in energy sector helps overcome the headwind of high returns from low-quality bonds. Read more

Liontrust Strategic Bond Fund

March 2021 review

Lower duration limits capital losses during sell-off. Read more

The Multi Asset Process

March 2021 Market Review

Alongside higher inflation, John Husselbee says equity investors should keep an eye on pent-up demand, bloated central bank balance sheets and the demise of TINA – but for the most part, valuations continue to be attractive. Read more

Liontrust UK Smaller Companies Fund

February 2021 review

Video gaming stocks edge lower as UK announces path to re-opening the economy. Read more

Liontrust Special Situations Fund

February 2021 review

Aggreko is the latest holding to receive acquisition bid as IMImobile takeover completes. Read more

Liontrust GF Special Situations Fund

February 2021 review

Aggreko is the latest holding to receive acquisition bid as IMImobile takeover completes. Read more

Liontrust UK Micro Cap Fund

February 2021 review

essensys and Netcall among the top gainers after robust interim updates. Read more

Liontrust UK Growth Fund

February 2021 review

Oil stocks among the winners of the inflation trade. Read more

Liontrust GF UK Growth Fund

February 2021 review

Oil stocks among the winners of the inflation trade. Read more

Liontrust European Growth Fund

February 2021 review

Energy stocks rise following a spike in oil prices. Read more

Liontrust Global Income Fund

February 2021 review

Travel stocks benefit from focus on re-opening economies. Read more

Liontrust GF European Strategic Equity Fund

February 2021 review

Fund benefits from value rally as Biden stimulus plan sparks sharp rise in bond yields. Read more