Month

Year

Posts:

Fund manager

Funds:

Liontrust Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more

Liontrust GF Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more

Global Fixed Income Quarterly review – rates valuations remain hard to fathom

The Liontrust Global Fixed Income team are more sanguine about the economic outlook than the consensus view and do not agree with current central bank policy. Phil Milburn explains the reasons for the team’s contrarian views and what this means for their portfolios. Read more

Liontrust Asia Income Fund

October 2019 portfolio changes

CK Hutchison position sold. Read more
David Roberts

Seven questions to ask a bond fund manager

These are dangerous times for investors in fixed income markets. David Roberts poses seven questions to ask bond fund managers to understand whether their portfolios are positioned to take advantage of the selective opportunities available and to avoid excessive risk in the market. Read more
Neil Brown

Investing in travel’s Silver Bullet

With clear advantages in terms of speed, safety and environmental impact over the increasingly unpopular car, we are barrelling down the tracks towards a new age of the train. Neil Brown looks at companies driving innovation in a sector looking to rejuvenate its image. Read more
Storm Uru

The tech disrupters: How 3D printing shoes has transformed the outlook for Nike

In the first of a new series from the Liontrust Global Equity Team, Storm Uru looks at sport giant Nike, how it’s embracing technological disruption and why your next pair of trainers may be 3D printed based on the latest fashion in Paris. Read more
Jamie Clark

Has the move to ‘value’ started?

Value has enjoyed a sharp rally over the past couple of months. Jamie Clark analyses what has driven this upturn and whether this is the start of a sustained market rotation from growth to value. Read more
Mike Appleby

How to dodge the greenwash – is your fund sustainable?

Mike Appleby suggests a five-point checklist to root out greenwashing as more and more sustainable products come to market. Read more

Liontrust US Opportunities Fund

Q3 2019 review

Largest drag on performance in the quarter came from our technology exposure. Read more

Liontrust US Income Fund

Q3 2019 review

Strong performers found in the more defensive sectors benefiting from the market’s flight to relative safety. Read more

Liontrust Russia Fund

Q3 2019 review

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Liontrust Latin America Fund

Q3 2019 review

Argentine underperformance outweighs gains in Brazilian consumer and IT stocks. Read more

Liontrust Japan Opportunities Fund

Q3 2019 review

Fund's currency hedge impacted overall gains in the third quarter. Read more

Liontrust UK Opportunities Fund

Q3 2019 review

Fund continues to make use of its ability to invest across the market cap spectrum. Read more

Liontrust Japan Equity Fund

Q3 2019 review

Fund's holdings in Nippon Paint and Sumco contributed to outperformance over the quarter. Read more

Liontrust UK Mid Cap Fund

Q3 2019 review

Major drag on performance over the quarter came from De La Rue, the currency and product authentication business. Read more

Liontrust India Fund

Q3 2019 review

Fund remains oriented towards the ultimate recovery of the domestic economy. Read more

Liontrust Income Fund

Q3 2019 review

Fund's equally-weighted approach remains as important as ever. Read more

Liontrust Global Technology Fund

Q3 2019 review

Fund’s top performers included Alphabet which had a positive Q2 earning report. Read more

Liontrust Global Smaller Companies Fund

Q3 2019 review

Fund's strongest contributor to returns was Trex, which rallied given improving US housing data. Read more

Liontrust Global Equity Fund

Q3 2019 review

Fund's weighting to Alphabet was largest contributor over the quarter. Read more

Liontrust Global Dividend Fund

Q3 2019 review

Fund maintains focus on growing income, whilst also seeking to grow capital. Read more

Liontrust Global Alpha Fund

Q3 2019 review

Fund maintains its focus on high quality companies that can deliver sustainable growth. Read more

Liontrust European Opportunities Fund

Q3 2019 review

Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more
Olly Russ

Five world-class companies we hold in Europe

The political issues facing Europe often overshadow the strength of its companies. Olly Russ highlights five world-class European companies with famous brands such as Activia, Evian and Tamiflu that are held in the Liontrust European Income funds. Read more

Liontrust Emerging Markets Fund

Q3 2019 review

Fund's information technology stocks contribute to performance. Read more

Liontrust China Fund

Q3 2019 review

Amid Hong Kong tensions, Fund's industrials and energy holdings contribute to performance. Read more

Liontrust Balanced Fund

Q3 2019 review

Fund's lower fixed income allocation drives outperformance in the quarter. Read more

Liontrust Asia Income Fund

Q3 2019 review

Significant recoveries in a number of stocks as Asian equity markets prove more resilient to trade rhetoric in Q3. Read more

Liontrust GF Asia Income Fund

Q3 2019 review

Significant recoveries in a number of stocks as Asian equity markets prove more resilient to trade rhetoric in Q3. Read more

Liontrust UK Growth Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust Special Situations Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust UK Smaller Companies Fund

September 2019 review

Quixant and Keywords weigh on Fund performance. Read more

Liontrust UK Micro Cap Fund

September 2019 review

StatPro and Synnovia surge after receiving takeover offers. Read more

Liontrust GF UK Growth Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust GF Special Situations Fund

September 2019 review

Brexit rally and value rotation present headwinds for the Fund. Read more

Liontrust UK Ethical Fund

Q3 2019 review

London Stock Exchange and Compass feature among top stocks during volatile third quarter. Read more

Liontrust Monthly Income Bond Fund

Q3 2019 review

Fund adds new positions in Nationwide and Dwr Cymru over quarter. Read more

Liontrust SF Absolute Growth Fund

Q3 2019 review

Cash at 10% in the face of rising macro concerns after strong period for risk assets. Read more

Liontrust SF Cautious Managed Fund

Q3 2019 review

Fund currently neutral equities and overweight credit and cash. Read more

Liontrust SF Corporate Bond Fund

Q3 2019 review

Credit overweight a positive over quarter, drive by stock selection in favoured sectors. Read more

Liontrust SF Defensive Managed Fund

Q3 2019 review

Fund overweight credit and cash as trade and Brexit risks continue. Read more

Liontrust GF SF European Corporate Bond Fund

Q3 2019 review

Higher beta subordinated and longer spread duration holdings positive over mixed quarter. Read more

Liontrust SF European Growth Fund

Q3 2019 review

Top stocks over quarter included ASML, Roche and Interxion. Read more

Liontrust SF Global Growth Fund

Q3 2019 review

Key performers over a tough quarter included Alphabet, Equinix and ASML. Read more

Liontrust SF Managed Fund

Q3 2019 review

Neutral equity position reflects less solid economic backdrop. Read more

Liontrust GF SF Pan-European Growth Fund

Q3 2019 review

Amid a more volatile quarter, strongest contributors included Puma and Cellnex. Read more

Liontrust SF UK Growth Fund

Q3 2019 review

LSE and LTG among stronger names amid a volatile quarter. Read more

Liontrust Global Income Fund

September 2019 review

Fund’s financial sector holdings perform well amid market’s swing to value stocks. Read more