Liontrust Global Smaller Companies Fund | What we offer | Liontrust Asset Management PLC
Liontrust Global Equity Team

Global Smaller Companies Fund

Robin Geffen

The Fund

The Fund focuses on finding small and medium sized companies with strong growth prospects from around the world. Robin Geffen uses the Global Equity Team’s process to target those stocks with the ability to flourish in their specific political and economic environments. This typically means these companies are able to grow faster and deliver higher returns than their larger peers.

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Robin Geffen
The Fund Manager - Robin Geffen

Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979 and has 40 years' investment experience.

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The Global Equity Process

The fund managers believe the key to generating long-term outperformance is through high conviction, long-term, research-led company selection. When combined with the team’s portfolio construction, this approach can drive returns that are largely uncorrelated to the successes and failures of popular investment styles such as growth (investing in growing companies) and value (holding relatively cheap companies).

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Why investors can’t ignore disruption

James Dowey

Disruption is impacting every sector, and it is becoming increasingly common to see the destruction... Read more

Latest fund update

Global Smaller Companies Fund

Read the latest Fund update.

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Awards and ratings

Morningstar rated 5 star
Liontrust Global Smaller Companies Fund
Morningstar Rating: 5
FE Crown Rated - 5
Liontrust Global Smaller Companies
FE fundinfo Crown Rating: 5
Citywire - Fund Manager rated AA
Robin Geffen
Citywire Manager rating: AA

Performance*

Discrete performance

30-06-2019 -
30-06-2020
30-06-2018 -
30-06-2019
30-06-2017 -
30-06-2018
30-06-2016 -
30-06-2017
30-06-2015 -
30-06-2016
Liontrust Global Smaller Companies 20.02% 6.13% 30.25% 24.12% -13.49%
IA Global 5.36% 7.50% 9.12% 23.71% 6.68%
MSCI World SMID Cap -3.07% 0.15% 12.67% 20.45% -3.91%
Liontrust Global Smaller Companies
IA Global
MSCI World SMID Cap
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Global Smaller Companies 15.08% 9.08% 62.62% 71.59% 131.42% 111.40%
IA Global 0.63% 0.58% 21.69% 61.26% 150.16% 133.62%
MSCI World SMID Cap -6.71% -1.65% 10.99% 28.68% 150.94% 106.46%
To previous working day
Liontrust Global Smaller Companies
IA Global
MSCI World SMID Cap

Key Risks 


Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.
Investment in funds managed by the Global Equity (GE) team may involve investment in smaller companies - these stocks may be less liquid and the price swings greater than those in, for example, larger companies. Investment in funds managed by the GE team may involve foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The team may invest in emerging markets/soft currencies or in financial derivative instruments, both of which may have the effect of increasing volatility. Some of the funds managed by the GE team hold a concentrated portfolio of stocks, meaning that if the price of one of these stocks should move significantly, this may have a notable effect on the value of that portfolio.

Disclaimer


The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 
 

Source: Financial Express. Total return, bid-to-bid. The Liontrust Asia Income Fund was launched on 05.03.12 and therefore discrete data is not available for more than four 12 month periods. This page is showing performance data and information for an income producing share class. Please go to our Interactive fund centre for performance data and information on the Fund’s other share classes.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date12/31/2007
  • IA sectorIA Global
  • Fund size£13,668,200.00
  • Number of holdings39
  • Active Share98.67%

Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.

Active Share: The fraction of a portfolio invested differently to its benchmark. A 100% active share is a portfolio with no holdings in the benchmark, a 0% active share is a portfolio identical to the benchmark.

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