Month

Year

Posts:

Fund manager

Funds:

Liontrust Latin America Fund

Q3 2021 review

Latin American equities had a tough third quarter although there was a wide spread in returns across the region. Read more

Liontrust Emerging Markets Fund

Q3 2021 review

The Fund benefited from relatively low exposure to the poorly performing Chinese market and an overweight to the strong performing Indian market. Read more

Liontrust Japan Equity Fund

Q3 2021 review

The Fund underperformed due its overweight exposure to the previously strongly cyclical areas such as the energy, industrial, and materials sectors. Read more

Liontrust China Fund

Q3 2021 review

The Chinese market experienced increased volatility this quarter due to new regulation announced by the Chinese government as well as news on the potential default of Evergrande. Read more

Liontrust Japan Opportunities Fund

Q3 2021 review

The Fund underperformed due its overweight exposure to the previously strongly cyclical areas such as the energy, industrial, and materials sectors. Read more

Liontrust India Fund

Q3 2021 review

The most significant contributors to the outperformance over the quarter were stocks in the real estate and materials sectors, buoyed by the property market recovery and the ongoing strong tailwind for commodity prices. Read more

Liontrust US Opportunities Fund

Q3 2021 review

US equity markets continued to rally this quarter but were led by more defensive parts of the market as opposed to the more cyclical areas which dominated at the end of last year and the beginning of this. Read more

Liontrust Income Fund

Q3 2021 review

Our portfolio remains well positioned towards future dividend growth, and for 2021 we are expecting a slight increase in our dividend payout from last year. Read more

Liontrust Balanced Fund

Q3 2021 review

Notable contributors to the Fund's performance over the quarter included Alphabet, Microsoft and Palo Alto Networks. Read more

Liontrust Global Technology Fund

Q3 2021 review

Over the quarter, the Fund’s returns were led by positions in Fortinet, Microsoft and Alphabet. Other high performers of note include software companies Asana and Datadog. Read more

Liontrust Global Smaller Companies Fund

Q3 2021 review

Asana, SPS Commerce and Dynatrace were the notable contributors over the quarter, while Fiverr and Upwork were among the detractors. Read more

Liontrust Global Innovation Fund

Q3 2021 review

BP, Costco and Constellation Software were among the notable contributors over the quarter. Read more

Liontrust Global Dividend Fund

Q3 2021 review

BP, Costco and Constellation Software were among the notable contributors over the quarter. Read more

Liontrust Global Alpha Fund

Q3 2021 review

The top performer over the period was HubSpot, with Fortnet, Zscaler and Palo Alto Networks also among the contributors. Read more

Liontrust SF Cautious Managed Fund

Q3 2021 review

UK among stronger markets in volatile quarter, with holdings such as Croda and Trainline leading the way. Read more

Liontrust GF SF Pan-European Growth Fund

Q3 2021 review

Recent additions Nagarro, Lifco and Avanza continue to contribute to returns. Read more

Liontrust SF Corporate Bond Fund

Q3 2021 review

Overweight credit and short duration both key to performance over quarter. Read more

Liontrust SF UK Growth Fund

Q3 2021 review

IP Group and Avast among top performers in Q3, with latter exiting portfolio after merger with Norton LifeLock. Read more

Liontrust Monthly Income Bond Fund

Q3 2021 review

Short duration position key in Q3 as inflation fears spark fresh spike in gilt yields. Read more

Liontrust GF SF Global Growth Fund

Q3 2021 review

Tech holdings such as Alphabet, Palo Alto and TechnoPro strong over quarter, despite sector selloff in September. Read more

Liontrust UK Ethical Fund

Q3 2021 review

Consistent performers such as LTG and Helios Towers continued to drive returns in a more volatile third quarter. Read more

Liontrust SF Managed Fund

Q3 2021 review

Moderate equity overweight reduced to neutral after strong market rally over last 18 months. Read more

Liontrust SF Global Growth Fund

Q3 2021 review

PTC and Intertek added to fund's roster over Q3. Read more

Liontrust GF SF European Corporate Bond Fund

Q3 2021 review

Sector allocation Key to returns in Q3, with financial exposure set to benefit from a rising interest rate environment. Read more

Liontrust SF Managed Growth Fund

Q3 2021 review

ThermoFisher and Alphabet among top performers in volatile quarter for equities. Read more

Liontrust SF Defensive Managed Fund

Q3 2021 review

Weaker quarter for equities and bonds but long-term positions continue to outperform. Read more

Liontrust SF European Growth Fund

Q3 2021 review

Alcon and Topicus added to fund over quarter, with Kerry Group leaving portfolio. Read more

Liontrust UK Micro Cap Fund

September 2021 review

Beeks Financial Cloud and Animalcare both experiencing better-than-expected trading. Read more

Liontrust GF European Smaller Companies Fund

September 2021 review

WH Smith sees improving trends in its Travel division. Read more

Liontrust GF Special Situations Fund

September 2021 review

BP and Shell provide exposure to energy strength but TP ICAP falls on subdued trading volumes. Read more

Liontrust European Growth Fund

September 2021 review

Tethys Oil and Lundin Energy participate in energy sector rally. Read more

Liontrust Special Situations Fund

September 2021 review

BP and Shell provide exposure to energy strength but TP ICAP falls on subdued trading volumes. Read more

Liontrust UK Smaller Companies Fund

September 2021 review

Animalcare on track to beat market estimates but Mortgage Advice Bureau sees softening in activity. Read more

Liontrust UK Growth Fund

September 2021 review

BP, Shall and Petrofac among gainers in energy sector, while WH Smith reports improved trading. Read more

Liontrust GF UK Growth Fund

September 2021 review

BP, Shall and Petrofac among gainers in energy sector, while WH Smith reports improved trading. Read more

Liontrust GF European Strategic Equity Fund

September 2021 review

Short book shines as MSCI Europe breaks seven month streak of gains. Read more

Liontrust GF Absolute Return Bond Fund

Q3 2021 review

Duration reduced to 0.6 years mid-month to oppose market rally, before being raised back to 1 year on market weakness. Read more

Liontrust GF High Yield Bond Fund

Q3 2021 review

Sticking with short-duration, high-quality stance. Read more

Liontrust Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

Liontrust GF Strategic Bond Fund

Q3 2021 review

Market weakness prompts a small increase in Fund duration but it remains well below neutral levels. Read more

The Multi Asset Process

September 2021 Market Review

After a range of concerns – from Delta variant, to spiralling raw material prices, to imminent tapering – led to 2021's first 5% drop in markets, John Husselbee asks whether gathering storms could spark a more sustained decline over the last quarter of the year. Read more

Liontrust Global Dividend Fund Fund

August 2021 review

HDFC Bank, Brookfield Reinsurance and Zurich were notable contributors over the month. Read more

Liontrust GF UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Growth Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Micro Cap Fund

August 2021 review

Yourgene Health’s Covid diagnostics services boost trading. Read more

Liontrust Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust UK Smaller Companies Fund

August 2021 review

Microlise makes strong start to life as listed company. Read more

Liontrust GF Special Situations Fund

August 2021 review

Savills and Next Fifteen expect to beat expectations after robust interim trading. Read more

Liontrust GF European Strategic Equity Fund

August 2021 review

A wide range of stocks have pushed to even more extreme valuations, presenting an exciting short book opportunity. Read more

Liontrust European Growth Fund

August 2021 review

Fund participates in broad-based market rally, with Bank of Ireland leading the way after strong half-year results. Read more