Month

Year

Posts:

Fund manager

Funds:

Multi-Asset market review

July 2020

With jittery markets expected over the summer, John Husselbee takes a deeper look at equity performance and asks how far the huge contribution from a few US technology giants can continue. Read more

Liontrust SF Cautious Managed Fund

Q2 2020 review

Fund adds to favoured names suffering short-term weakness, including Hella, Prudential and Puma. Read more

Liontrust UK Ethical Fund

Q2 2020 review

Fund participates in several capital raisings over the quarter, including The Gym Group, DFS and National Express. Read more

Liontrust SF Managed Growth Fund

Q2 2020 review

Paypal, Docusign and Trupanion lead the way in much stronger Q2 for equities. Read more

Liontrust SF Global Growth Fund

Q2 2020 review

'Connecting people' theme among those accelerating in current environment. Read more

Liontrust SF Corporate Bond Fund

Q2 2020 review

Stock selection within favoured insurance and telco sectors continues to drive returns. Read more

Liontrust GF SF Global Growth Fund

Q2 2020 review

Intuitive Surgical added to portfolio during stronger quarter for equities. Read more

Liontrust GF SF European Corporate Bond Fund

Q2 2020 review

Returning risk appetite and improving technicals support Q2 rebound for corporate bonds. Read more

Liontrust SF Managed Fund

Q2 2020 review

Global ex-UK equity portfolio key to outperformance in second quarter. Read more

Liontrust European Enhanced Income Fund

June 2020 review

Munich Re and AXA rally on lower-than-feared Covid-19 loss claims estimates. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2020 review

ASML and Infineon among top performers in strong quarter for equities. Read more

Liontrust SF European Growth Fund

Q2 2020 review

'Connecting people' theme continues to accelerate, with top performers including Cellnex and TeamViewer. Read more

Liontrust European Income Fund

June 2020 review

Munich Re and AXA rally on lower-than-feared Covid-19 loss claims estimates. Read more

Liontrust SF Defensive Managed Fund

Q2 2020 review

Cellnex, Cadence Design Systems and IQVIA feature among top names in Q2. Read more

Liontrust Monthly Income Bond Fund

Q2 2020 review

Overweight credit position key to solid quarter as corporate bonds enjoy strong rebound. Read more

Liontrust SF UK Growth Fund

Q2 2020 review

Top holdings include Croda International, Ceres Power and Oxford BioMedica in strong Q2 for equities. Read more

Liontrust UK Opportunities Fund

H1 2020 review

We remain confident in the prospects for selective UK companies, particularly in the mid- and small-cap arena. Read more

Liontrust India Fund

H1 2020 review

The Fund kept pace with the market recovery, outperforming the market in the second quarter, benefiting from a significant overweight in the strongly performing healthcare sector. Read more

Liontrust Latin America Fund

H1 2020 review

Coronavirus hit Latin America later than many parts of the world and cases in the region are still rising, although they appear to be decelerating and are expected to peak over the next month or two. Read more

Liontrust US Income Fund

H1 2020 review

We continue to believe that our central theme of disruption will be a key determinant of those companies which can get back to sustainable growing dividends and those that can’t, Read more

Liontrust Japan Opportunities Fund

H1 2020 review

The substantial overweights in the consumer discretionary, industrials and information technology sectors all hindered performance. Read more

Liontrust Japan Equity Fund

H1 2020 review

The Fund’s underlying equity portfolio benefited from it containing mostly the shares of larger capitalised companies which in aggregate outperformed those of the other capitalisation categories. Read more

Liontrust Global Smaller Companies Fund

H1 2020 review

Software remains a favoured sub-sector in the Fund, with certain products uniquely positioned in this crisis in that they still serve mission critical functions for businesses to continue to operate. Read more

Liontrust UK Mid Cap Fund

H1 2020 review

We remain vigilant regarding the potential for corporate margin pressure to build in coming years – whether in the form of increased wages, taxation or financing costs. Read more

Liontrust Global Technology Fund

H1 2020 review

We continue to focus our investments on themes and companies already on solid growth trends for which, fortunately, the impact of the Covid-19 crisis will be minimal or even positive. Read more

Liontrust Income Fund

H1 2020 review

The Fund’s three-silo approach, which nullifies style risk and allows us to run a style-agnostic portfolio, has been a very important driver to returns over the first half of the year. Read more

Liontrust US Opportunities Fund

H1 2020 review

We have made just a handful changes to the portfolio and have been focusing our attention on companies and industries which we think we will structural beneficiaries of the post-COVID world. Read more

Liontrust Global Dividend Fund

H1 2020 review

We maintain the view that many companies will be unable to catch up during this digital transformation and global leading businesses will continue to extend their leadership positions. Read more

Liontrust Emerging Markets Fund

H1 2020 review

Emerging markets stand to benefit from the continued incremental increase in social mobility as lockdown continues to ease. Read more

Liontrust China Fund

H1 2020 review

Over this half, we took advantage of the dip in the markets to enter into positions in the IT sector which we previously thought were overvalued. Read more

Liontrust Balanced Fund

H1 2020 review

Tech companies, particularly those in popular, fast growing industries like software and e-commerce, have continued to outperform on both an operational level and in equity markets. Read more

Liontrust Global Alpha Fund

H1 2020 review

Software remains a favoured sub-sector in the Fund, with certain products uniquely positioned in this crisis in that they still serve mission critical functions for businesses to continue to operate. Read more

Liontrust Asia Income Fund

June 2020 review

Efforts to contain the spread of the virus will lead to volatility, but we remain positive on the prospects for Asia and continue to focus on areas which will benefit from structural demand trends. Read more

Liontrust GF Asia Income Fund

Q2 2020 review

Efforts to contain the spread of the virus will lead to volatility, but we remain positive on the prospects for Asia and continue to focus on areas which will benefit from structural demand trends. Read more

Liontrust European Opportunities Fund

H1 2020 review

Our focus has been on the liquidity and balance sheet strength of our holdings to ensure they are well positioned to manage the crisis and benefit from the subsequent recovery. Read more

Liontrust Russia Fund

H1 2020 review

The Fund continues to offer diversified exposure in sectors that aren’t present in the benchmark, such as the IT and industrials sectors. Read more

Liontrust Global Equity Fund

H1 2020 review

Several disruptive trends (such as e-commerce and digitalization) have been accelerated by the COVID crisis and many of our holdings have benefited. Read more

Liontrust Global Income Fund

June 2020 review

Mining stocks the pick of the bunch as global equities continue rebound. Read more

Liontrust European Growth Fund

June 2020 review

AP Moller-Maersk rises after better than expected second quarter update. Read more

Liontrust GF European Strategic Equity Fund

June 2020 review

Investor preference for growth stocks weighs on Fund. Read more

Liontrust Macro Equity Income Fund

June 2020 review

The Fund’s established bias to value-style equities meant that it portfolio benefitted from June’s stylistic inflection, as value outperformed growth. Read more

Liontrust Macro UK Growth Fund

June 2020 review

The Fund’s established bias to value-style equities meant that it portfolio benefitted from June’s stylistic inflection, as value outperformed growth. Read more

Liontrust GF European Smaller Companies

June 2020 review

Industrial holdings drag on Fund performance. Read more

Liontrust Global Dividend Fund

June 2020 review

We maintain the view that many companies slow to embrace digital transformation will be unable to catch up and global leading businesses will continue to extend their leadership position. Read more

Liontrust UK Growth Fund

June 2020 review

New position added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist. Read more

Liontrust Special Situations Fund

June 2020 review

New positions added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist, and currency consultant Alpha FX. Read more

Liontrust GF Special Situations Fund

June 2020 review

New positions added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist, and currency consultant Alpha FX. Read more

Liontrust UK Smaller Companies Fund

June 2020 review

New positions added in Eckoh, the software solutions provider for contact centres, and currency consultant Alpha FX. Read more

Liontrust UK Micro Cap Fund

June 2020 review

Intercede Group and Eckoh Group rally on evidence of operational insulation from Covid-19 crisis but profit margins down at Mind Gym. Read more

Liontrust GF UK Growth Fund

June 2020 review

New position added in Bunzl, the FTSE 100 outsourced procurement and distribution specialist. Read more