Month

Year

Posts:

Fund manager

Funds:

The Multi-Asset Process

November 2017 market review

John Husselbee casts an eye over developments over the month, with a thin Budget announcement in the UK and controversy surrounding proposed tax cuts in the US. Read more

Liontrust GF European Strategic Equity Fund

November 2017 review

Short book unable to offset broad market weakness. Read more
Chris Foster

Banking on returns

Chris Foster describes how banks can drive shareholder returns by being a powerful force for good for their customers. Read more
John Husselbee

Winning by not losing: parking the fund management bus

Defensive tactics in football often come under fire but can form the basis of a title-winning campaign. A key part of our investment approach is winning by not losing, meaning we focus as much on avoiding losses as we do on generating gains, and we believe this can help to produce long-term wealth creation. Read more
Mike Appleby

Lower CO2 emissions from Liontrust Sustainable Future Funds

Analysis shows the Liontrust Sustainable Future Funds continue to emit significantly less CO2 – on average emitting 65% less carbon dioxide from their operations than their benchmarks, as the illustration and chart show. Read more

The investment opportunity in ‘Fossil Fuel Free’

Neil Brown

Neil Brown discusses how Liontrust’s Sustainable Future Funds benefit from investing in businesses that are profiting from the ‘Fossil Free’ movement. Read more

Liontrust Special Situations Fund

October 2017 review

Craneware leads strong contribution from Fund’s mid and small-caps. Read more

Liontrust UK Growth Fund

October 2017 review

Domino’s Pizza Q3 statement reassures after sales growth slowdown earlier in year. Read more

Liontrust UK Micro Cap Fund

October 2017 review

Contrasting fortunes for Vianet and Netcall as investors digest acquisitions. Read more

Liontrust UK Smaller Companies Fund

October 2017 review

Bullish dotdigital, Learning Technologies updates help Fund outperform. Read more

Liontrust GF Special Situations Fund

October 2017 review

Craneware leads strong contribution from Fund’s mid and small-caps. Read more

Road to prosperity

Neil Brown

The United Nations has targets to halve the number of deaths and injuries from road traffic accidents by 2020. This is not only the right thing to do but is also profitable for those companies that can develop the technologies that will deliver this target. Read more

Liontrust Asia Income Fund

October 2017 portfolio changes

Adding a position in market leading Chinese clothing company. Read more

Liontrust GF European Smaller Companies Fund

October 2017 review

Energy holdings rally as oil hits two year high. Read more

Liontrust Global Income Fund

October 2017 review

US and Japanese equity rally causes Fund returns to lag. Read more

Liontrust European Growth Fund

October 2017 review

ECB’s QE plans help lift European stocks. Read more

The Multi-Asset Process

October 2017 market review

The Bank of England and Federal Reserve have wrestled some of the news agenda away from political uncertainty with a rise in interest rates and a new chair. John Husselbee looks at the implications. Read more
John Husselbee

Is it worth waiting for a correction?

Last week’s first interest rate rise in the UK for 10 years was widely trumpeted as a boon for savers, with deposit rates having been pinned close to zero since 2009. Read more
Mike Appleby

How the Sustainable Future funds are aligned with the Sustainable Development Goals

We have been asked by clients to show how the companies we invest in for our Sustainable Future range of funds are aligned with the United Nations’ Sustainable Development Goals (SDG). Read more

Liontrust GF European Strategic Equity Fund

October 2017 review

Energy holdings rally as oil hits two year high. Read more
Peter Michaelis

The investment case for “doing good”

Sustainable investment is not only for investors who want their investments to “do good” and benefit society. We believe there is also a compelling investment case for all investors taking this approach. This is because long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver attractive returns for investors as well. Read more

Liontrust’s Ghoulish Gallery

Matt Tonge, Mike Appleby, Stephen Bailey, Olly Russ, John Husselbee, Mark Williams & James Inglis-Jones

Our fund managers highlight the charts, stats and facts with the potential to spook investors this Halloween and explain how their portfolios are positioned to withstand them. Read more
Mike Appleby

Sustainable business

Sustainable investment offers business opportunities to advisers because we believe that interest in and demand for this area will only continue to grow. Read more
Peter Michaelis

Investing for tomorrow, today

Sustainability is an increasingly important theme for today’s consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. Sustainable investment also has the potential to have positive impacts on society and to deliver attractive returns for investors as well. Read more

Liontrust UK Ethical Fund

Q3 to end September 2017 review

Porvair sold down in a strong Q3 due to animal testing criteria. Read more

Liontrust SF UK Growth Fund

Q3 to end September 2017 review

Sophos, Worldpay and RPC were key holdings in Q3, with Gym Group a new addition to the portfolio. Read more

Liontrust SF Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with names including ASML and Sophos leading the charge. Read more

Liontrust SF Global Growth Fund

Q3 to end September 2017 review

ASML, Keyence and Alexion play key roles in returns over Q3. Read more

Liontrust SF European Growth Fund

Q3 to end September 2017 review

ASML, DNB and Kingspan contribute towards returns in Q3. Read more

Liontrust SF Defensive Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with outperformance from names including ASML and Sophos but a weaker period for Acuity Brands. Read more

Liontrust SF Corporate Bond Fund

Q3 to end September 2017 review

Overweight in insurance and underweight duration positions were key in Q3. Read more

Liontrust SF Cautious Managed Fund

Q3 to end September 2017 review

Overweights to global and UK equities, and underweights to cash and government bonds, remain key asset allocation decisions. Read more

Liontrust SF Absolute Growth Fund

Q3 to end September 2017 review

In a strong quarter for equities overall, Keyence and Alexion have been standouts. Read more

Liontrust European Growth Fund

September 2017 review

Energy stocks dominate risers as oil price gains 10%. Read more

Liontrust Global Income Fund

September 2017 review

Rise in bond yields hurts some high-yield equity sectors. Read more

Liontrust GF European Smaller Companies Fund

September 2017 review

Benign small cap backdrop allows gains for many holdings. Read more

Liontrust GF European Strategic Equity Fund

September 2017 review

Long book participates in market rally but short book sees weakness. Read more

Liontrust Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more

Liontrust Monthly Income Bond Fund

Q3 to end September 2017 review

Performance drivers include stock selection in the bank, utility, insurance and telecom sectors. Read more

Liontrust Special Situations Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Growth Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Micro Cap Fund

September 2017 review

Bioventix tops portfolio risers after raising profit guidance. Read more

Liontrust UK Smaller Companies Fund

September 2017 review

Accesso Technology defies adverse weather conditions to post strong interim results. Read more

The Multi-Asset Process

September 2017 market review

John Husselbee discusses the Federal Reserve’s tapering announcement in September: bears have long claimed this could deflate markets but history suggests there could be plenty left in the equity tank. Read more
Peter Michaelis

The PRI 12 years on

'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more

Liontrust Special Situations Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Growth Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Smaller Companies Fund

August 2017 review

Company newsflow drives four biggest share price moves. Read more

Liontrust UK Micro Cap Fund

August 2017 review

Bioquell biggest mover on raised profit forecast. Read more
Samantha Gleave

What does the BoE’s rate hint mean for stock pickers?

“…monetary policy could need to be tightened by a somewhat greater extent over the forecast period than current market expectations.” Monetary Policy Committee Decision, 14 September 2017. Read more