Liontrust Japan Equity Fund Q1 2020 review The Fund’s underlying equity portfolio collectively underperformed due principally to the Fund’s absence of exposure to the classic defensive sectors. Read more Liontrust India Fund Q1 2020 review The underperformance over the quarter was primarily driven by overweight sector positions in more cyclical areas. Read more Liontrust UK Ethical Fund Q1 2020 review LSE and SMS hold up best in tough quarter for equities. Read more Liontrust SF UK Growth Fund Q1 2020 review Managers confident in longer-term prospects for battered consumer discretionary names. Read more Liontrust GF SF Pan-European Growth Fund Q1 2020 review Stocks in healthcare and Connecting people themes among strongest performers. Read more Liontrust SF Managed Growth Fund Q1 2020 review Healthcare and telecom names hold up best in volatile quarter. Read more Liontrust Global Dividend Fund March 2020 review Fund continues to hold up well in the sell-off, thanks largely to our exposure to companies with both strong balance sheets and pricing power. Read more Liontrust SF Managed Fund Q1 2020 review Structural growth focus shields fund from worst-hit sectors. Read more Liontrust SF Global Growth Fund Q1 2020 review Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more Liontrust SF European Growth Fund Q1 2020 review Managers confident in long-term prospects across portfolio holdings. Read more Liontrust SF Defensive Managed Fund Q1 2020 review Fund remains overweight credit and infrastructure amid volatile quarter. Read more Liontrust SF Corporate Bond Fund Q1 2020 review Managers confident in rally potential in hard-hit banks and insurers. Read more Liontrust SF Cautious Managed Fund Q1 2020 review Managers slowly adding to equities by the end of a volatile quarter. Read more Liontrust Monthly Income Bond Fund Q1 2020 review Fund reduces duration short in the face of falling government yields. Read more Liontrust Asia Income Fund Q1 2020 review While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more Liontrust Special Situations Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust UK Micro Cap Fund March 2020 review FRP Advisory Group bought via IPO and Churchill China added after it dipped into the Fund’s buying range; cash levels remain high. Read more Liontrust UK Growth Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust UK Smaller Companies Fund March 2020 review The portfolio consists of profitable companies with solid balance sheets and the Fund’s high cash levels give the opportunity to support companies if equity issues are needed. Read more Liontrust GF Special Situations Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust GF UK Growth Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust Strategic Bond Fund March 2020 review Central banks unleash fresh stimulus as bond market liquidity dries up. Read more Liontrust GF Strategic Bond Fund March 2020 review Central banks unleash fresh stimulus as bond market liquidity dries up. Read more Liontrust GF High Yield Bond Fund Q1 2020 review Government support measures stop high yield market from marking worst month on record. Read more Liontrust GF Absolute Return Bond Fund Q1 2020 review Credit curve inverts during coronavirus fallout. Read more The Multi-Asset Process March 2020 Market Review John Husselbee reflects on the rapid descent from the long bull market into a bear market with the ongoing spread of Coronavirus and what this means for portfolios. Read more Liontrust Global Income Fund February 2020 review Travel companies issue warnings as coronavirus outbreak widens. Read more Liontrust GF European Strategic Equity Fund February 2020 review Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more Liontrust GF European Smaller Companies Fund February 2020 review Coronavirus rout hits WH Smith shares. Read more Liontrust European Growth Fund February 2020 review Adidas sees business activity slump in China. Read more Liontrust Global Dividend Fund February 2020 review Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more Liontrust Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust UK Smaller Companies Fund February 2020 review The portfolio of profitable companies with robust balance sheets should prove more resilient than the average small cap to any demand downturn. Read more Liontrust UK Micro Cap Fund February 2020 review Two new stocks added to Fund: Inspecs and Churchill China. Read more Liontrust UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Liontrust GF UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust GF Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more The Multi-Asset Process February 2020 Market Review John Husselbee reviews the economic and market impact of Coronavirus, looking at what this might mean for investors. Read more Liontrust GF Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust UK Smaller Companies Fund January 2020 review Nasstar exits portfolio on completion of takeover. Read more Liontrust UK Micro Cap Fund January 2020 review Frenkel Topping jumps following bid interest. Read more Liontrust UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust GF UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust GF Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust Global Dividend Fund January 2020 review Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more Liontrust GF 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 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