Month

Year

Posts:

Fund manager

Funds:

Liontrust Special Situations Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust UK Smaller Companies Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust GF Special Situations Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust UK Micro Cap Fund

December 2020 review

Nucleus Financial Group confirms takeover approach and D4t4 Solutions wins two significant contracts. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2020 review

Weightings in the Carry Component and Selection have been trimmed in favour of targeting Rates alpha, a reflection of the market’s tight credit spreads. Read more

Liontrust GF High Yield Bond Fund

Q4 2020 review

Quarter finishes with rally in low-quality bonds of the type the Fund avoids, but the portfolio outlook for 2021 is positive. Read more

Liontrust GF Strategic Bond Fund

December 2020 review

Yield curve steepening theme is an important theme for 2021; we are likely to continue to oscillate in a 2.5 to 3-year duration range until the US 2s10s yield curve widens to 125 basis points. Read more

Liontrust Strategic Bond Fund

December 2020 review

Yield curve steepening theme is an important theme for 2021; we are likely to continue to oscillate in a 2.5 to 3-year duration range until the US 2s10s yield curve widens to 125 basis points. Read more

Liontrust European Growth Fund

December 2020 review

Moncler and Pandora among group of consumer stocks to rally in December. Read more

Liontrust GF European Strategic Equity Fund

December 2020 review

Long book drives Fund performance as vaccine roll-out begins. Read more

Liontrust Global Income Fund

December 2020 review

Rise in iron ore prices supports mining holdings. Read more

Liontrust GF European Smaller Companies Fund

December 2020 review

Strong cash management sees improvement in Vistry’s outlook. Read more

The Multi Asset Process

December 2020 Market Review

After a torrid year, 2021 promises no more Trump, Brexit and, hopefully, Covid-19. John Husselbee warns of tough months ahead but says the end of these forces should mean more clarity for markets and broader performance than the tech domination of recent years. Read more

Liontrust GF European Smaller Companies Fund

November 2020 review

Vistry Group and Bekaert issue bullish outlooks as trading improves. Read more

Liontrust GF European Strategic Equity Fund

November 2020 review

Long book participates in vaccine rally as energy and financial stocks shine. Read more

Liontrust European Growth Fund

November 2020 review

Vaccine rally provides a boost for value stocks. Read more

Liontrust Global Income Fund

November 2020 review

IAG and Carnival amongst the top performers after vaccine news sparks sharp upturn for equities. Read more

Liontrust UK Micro Cap Fund

November 2020 review

Around half of portfolio registers double-digit percentage rises amid vaccine rally and busy month for company updates. Read more

Liontrust GF UK Growth Fund

November 2020 review

WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more

Liontrust UK Growth Fund

November 2020 review

WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more

Liontrust Special Situations Fund

November 2020 review

Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more

Liontrust GF Special Situations Fund

November 2020 review

Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more

Liontrust UK Smaller Companies Fund

November 2020 review

Fund adds holding in Inspecs, a designer, manufacturer and distributor of eyewear frames. Read more

The Multi Asset Process

November 2020 Market Review

Vaccine news and the promise of calmer political waters drove a record month for equities in November. John Husselbee highlights reasons for hope after a difficult 2020 although the long-term Covid scarring suggested by grim economic forecasts should give some pause to runaway markets. Read more

Liontrust Global Dividend Fund

November 2020 review

Positive vaccine developments combined with the reduced US election uncertainty have provided a positive backdrop to equity prices leading to a broad rally across global equities. Read more

Liontrust GF Strategic Bond Fund

November 2020 review

A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more

Liontrust Strategic Bond Fund

November 2020 review

A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more

Liontrust Special Situations Fund

October 2020 review

Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more

Liontrust GF UK Growth Fund

October 2020 review

BP shares hit 25 year low as oil demand uncertainties persist. Read more

Liontrust GF Special Situations Fund

October 2020 review

Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more

Liontrust UK Smaller Companies Fund

October 2020 review

Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more

Liontrust UK Micro Cap Fund

October 2020 review

Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more

Liontrust UK Growth Fund

October 2020 review

BP shares hit 25 year low as oil demand uncertainties persist. Read more

Liontrust Global Dividend Fund

October 2020 review

October gave us an important insight into how the companies in the portfolio are able to not only flex their cost base but also evaluate their ability to shift to a digital economy. Read more

Liontrust GF European Smaller Companies Fund

October 2020 review

Good Q3 updates from Bank of Ireland, Pandora and 4imprint outweigh bad news from Elior Group. Read more

Liontrust Global Income Fund

October 2020 review

Genworth MI Canada rises sharply on takeover but other holdings weighed down by negative market environment. Read more

Liontrust European Growth Fund

October 2020 review

Mixed bag of Q3 results, with Bank of Ireland and Pandora among risers but Elisa and Novo Nordisk dropping. Read more

Liontrust GF European Strategic Equity Fund

October 2020 review

Strong relative performance stems from modest net market exposure in a falling market, good contribution from the short book and the long book’s outperformance of the market. Read more

Liontrust Strategic Bond Fund

October 2020 review

Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more

Liontrust GF Strategic Bond Fund

October 2020 review

Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more

The Multi-Asset Process

October 2020 Market Review

Concerns about new lockdowns and political posturing over Brexit and the US election pulled down markets over October. In this short video and his monthly review, John Husselbee discusses the impact of recent events and looks forward to a historic end to 2020. Read more

Liontrust Global Alpha Fund

Q3 2020 review

Technology companies that enable businesses to maintain effective remote workforces, improve digital efficacy and drive operational improvements are showing to be consummate winners. Read more

Liontrust US Opportunities Fund

Q3 2020 review

The majority of the performance has been from stock specific factors with exception being in the energy sector where the Fund has benefited from having minimal exposure in the face of significant underperformance from this sector. Read more

Liontrust Emerging Markets Fund

Q3 2020 review

Large companies (and heavy index constituents) such as Alibaba, Tencent and Taiwan Semiconductor have performed extremely well, boosting their respective home markets. Read more

Liontrust China Fund

Q3 2020 review

Ecommerce names continued to perform well as the pandemic encouraged more users to try or increase their levels of online shopping. Read more

Liontrust Balanced Fund

Q3 2020 review

As per previous quarters, the Fund benefited from its exposure to technology stocks once again. Nvidia and Alibaba were strong contributors to performance over the period. Read more

Liontrust Russia Fund

Q3 2020 review

Key positive contributors to performance were our holdings in the technology sector, including Yandex, Mail.ru and EPAM, as well as our underweight position in the energy sector. Read more

Liontrust Global Smaller Companies Fund

Q3 2020 review

The cloud-based software service providers in the portfolio performed well over the quarter as they look set to benefit from the accelerated uptake and increased scope of cloud solution. Read more

Liontrust Global Dividend Fund

Q3 2020 review

After a significant bounce in Q2, markets stabilized in Q3 as the effect of stimulus measures across all major markets helped offset the economic damage created by the pandemic. Read more

Liontrust Latin America Fund

Q3 2020 review

The primary detractors from performance over the third quarter were Brazilian utilities and homebuilders, and Mexican banks. Read more