Month

Year

Posts:

Fund manager

Funds:

Liontrust GF Absolute Return Bond Fund

Q2 2020 review

The bounce back in the holdings in the Carry Component was the largest driver of performance during the quarter. Read more

The Multi-Asset Process

June 2020 Market Review

John Husselbee discusses how long the recent YOLO rally can continue as markets run far ahead of increasingly poor fundamentals and what tactical asset allocation changes have been made to the portfolios. Read more

Liontrust UK Smaller Companies Fund

May 2020 review

A number of the Fund’s holdings were able to move higher on evidence that trading may prove more resilient to lockdown measures than most; Clipper Logistics was a prominent riser. Read more

Liontrust UK Micro Cap Fund

May 2020 review

Totally - the provider of ‘out-of-hospital’ healthcare services such as NHS 111 – notched up a big gain in May after announced earnings were on course to consensus market expectations. Read more

Liontrust UK Growth Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust Special Situations Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust GF UK Growth Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust GF Special Situations Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust Global Income Fund

May 2020 review

Materials sector boosted as countries begin easing lockdowns. Read more

Liontrust GF European Strategic Equity Fund

May 2020 review

Short book’s positions in IT and health care sectors weigh on performance. Read more

Liontrust GF European Smaller Companies Fund

May 2020 review

IT and communications services holdings drive returns. Read more

Liontrust European Growth Fund

May 2020 review

Bank of Ireland and BNP Paribas both see earnings hit by Covid-19. Read more

The Multi-Asset Process

May 2020 Market Review

With concerns that surging equity markets are disconnected from fundamentals, John Husselbee looks at what might upset the delicate balance between Covid-19 fallout and the huge stimulus efforts from governments and central banks. Read more

Liontrust GF Strategic Bond Fund

May 2020 review

Investment grade spreads have retraced a large portion of their widening, yet still offer compelling value for the long-term investor. Read more

Liontrust Strategic Bond Fund

May 2020 review

Investment grade spreads have retraced a large portion of their widening, yet still offer compelling value for the long-term investor. Read more

Liontrust Asia Income Fund

May 2020 portfolio changes

King Yuan Electronics sold in order to reduce portfolio exposure to US clampdown on Huawei. Read more

Liontrust Global Dividend Fund

May 2020 review

Companies plugged into the new economy should benefit from the shift in demand towards the digital economy as we emerge from lockdown. Read more

Liontrust UK Smaller Companies Fund

April 2020 review

Companies with strong balance sheets in favour during market rebound. Read more

Liontrust UK Micro Cap Fund

April 2020 review

Fund adds three new stocks to the portfolio. Read more

Liontrust UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust GF UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust GF Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust Global Income Fund

April 2020 review

Extreme valuation lows for value stocks points to promising outlook for value-biased strategies. Read more

Liontrust GF European Smaller Companies Fund

April 2020 review

New portfolio holding William Hill is top riser. Read more

Liontrust European Growth Fund

April 2020 review

Dutch tech group ASML among the strongest stocks after Q1 comments that demand for products is unchanged. Read more

Liontrust GF European Strategic Equity Fund

April 2020 review

Good long book performance offset by losses from some sizeable risers in the short book. Read more

Liontrust GF Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more

Liontrust Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more

The Multi-Asset Process

April 2020 Market Review

Consistency of process remains all important in volatile conditions and amid an unexpectedly positive April – at least for equities – John Husselbee continues to quiz his underlying managers for their insights on these extraordinary times. Read more

Liontrust Global Technology Fund

Q1 2020 review

As hoped, we have seen technology, in particular sub sectors like software, hold up far better than the wider market. Read more

Liontrust Income Fund

Q1 2020 review

The Fund has been well insulated from the raft of dividend cuts in th UK over the quarter. Read more

Liontrust Global Smaller Companies Fund

Q1 2020 review

The Fund's exposure to disruptive innovating companies was a significant contributor to relative outperformance. Read more

Liontrust Global Equity Fund

Q1 2020 review

The Fund benefited from its strategy of investing in disruptive innovating companies across each sector of the economy. Read more

Liontrust Global Dividend Fund

Q1 2020 review

We only invest in global leaders with strong balance sheets that enjoy a durable competitive advantage. Read more

Liontrust Global Alpha Fund

Q1 2020 review

The Fund’s relative outperformance of both the Index and its sector average in the first quarter can be attributed to its exposure to technology stocks. Read more

Liontrust European Opportunities Fund

Q1 2020 review

The portfolio was more cyclically positioned which proved painful during the sharp market drawdown. Read more

Liontrust Emerging Markets Fund

Q1 2020 review

The underperformance can be almost exclusively explained by the significant underperformance of the Russian and Brazilian markets. Read more

Liontrust China Fund

Q1 2020 review

We took advantage of the dip in the markets to enter into positions in the IT and e-commerce sectors. Read more

Liontrust Balanced Fund

Q1 2020 review

The Fund’s exposure to the technology sector was once again additive to performance during a difficult quarter. Read more

Liontrust GF European Strategic Equity Fund

March 2020 review

Long and short book both see significant declines during coronavirus driven market rout. Read more

Liontrust Global Income Fund

March 2020 review

Widespread dividend cuts announced as companies seek to protect cash reserves. Read more

Liontrust GF European Smaller Companies Fund

March 2020 review

Outlook becomes more positive as severity of sell off sees valuations become much cheaper. Read more

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 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