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Fund manager

Funds:

Liontrust European Enhanced Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust European Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust Macro Equity Income Fund

February 2020 review

Fund declines amid broad-based market weakness; Redrow added to Infrastructure Spending theme. Read more

Liontrust Macro UK Growth Fund

February 2020 review

Fund declines amid broad-based market weakness. Read more

Liontrust Global Income Fund

February 2020 review

Travel companies issue warnings as coronavirus outbreak widens. Read more

Liontrust GF European Strategic Equity Fund

February 2020 review

Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more

Liontrust GF European Smaller Companies Fund

February 2020 review

Coronavirus rout hits WH Smith shares. Read more

Liontrust European Growth Fund

February 2020 review

Adidas sees business activity slump in China. Read more

Liontrust Global Dividend Fund

February 2020 review

Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more

Liontrust GF Asia Income Fund

February 2020 portfolio changes

The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more

Liontrust Asia Income Fund

February 2020 portfolio changes

The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more

Liontrust UK Smaller Companies Fund

February 2020 review

The portfolio of profitable companies with robust balance sheets should prove more resilient than the average small cap to any demand downturn. Read more

Liontrust UK Micro Cap Fund

February 2020 review

Two new stocks added to Fund: Inspecs and Churchill China. Read more

Liontrust UK Growth Fund

February 2020 review

Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more

Liontrust Special Situations Fund

February 2020 review

The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more

Liontrust GF UK Growth Fund

February 2020 review

Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more

Liontrust GF Special Situations Fund

February 2020 review

The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more

The Multi-Asset Process

February 2020 Market Review

John Husselbee reviews the economic and market impact of Coronavirus, looking at what this might mean for investors. Read more

Liontrust GF Strategic Bond Fund

February 2020 review

The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more

Liontrust Strategic Bond Fund

February 2020 review

The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more

Liontrust UK Smaller Companies Fund

January 2020 review

Nasstar exits portfolio on completion of takeover. Read more

Liontrust UK Micro Cap Fund

January 2020 review

Frenkel Topping jumps following bid interest. Read more

Liontrust UK Growth Fund

January 2020 review

Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more

Liontrust Special Situations Fund

January 2020 review

Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more

Liontrust GF UK Growth Fund

January 2020 review

Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more

Liontrust GF Special Situations Fund

January 2020 review

Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more

Liontrust European Income Fund

January 2020 review

Defensive sectors soar amid coronavirus outbreak. Read more

Liontrust European Enhanced Income Fund

January 2020 review

Defensive sectors soar amid coronavirus outbreak. Read more

Liontrust Global Dividend Fund

January 2020 review

Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more

Liontrust GF Strategic Bond Fund

January 2020 review

Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more

Liontrust Strategic Bond Fund

January 2020 review

Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more

Liontrust Macro Equity Income Fund

January 2020 review

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Liontrust Macro UK Growth Fund

January 2020 review

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Liontrust GF European Strategic Equity Fund

January 2020 review

Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more

Liontrust Global Income Fund

January 2020 review

Cruise operator Carnival among stocks exposed to coronavirus trade and travel fears but Energias de Portugal a standout performer within buoyant European utilities sector. Read more

Liontrust GF European Smaller Companies Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

Liontrust European Growth Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

The Multi-Asset Process

January 2020 Market Review

In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more

Liontrust GF Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust US Opportunities Fund

Q4 2019 review

We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more

Liontrust US Income Fund

Q4 2019 review

Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more

Liontrust UK Opportunities Fund

Q4 2019 review

We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more

Liontrust UK Mid Cap Fund

Q4 2019 review

Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more

Liontrust Russia Fund

Q4 2019 review

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

Liontrust Latin America Fund

Q4 2019 review

Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more

Liontrust Japan Opportunities Fund

Q4 2019 review

The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more

Liontrust Japan Equity Fund

Q4 2019 review

The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more

Liontrust India Fund

Q4 2019 review

The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more

Liontrust Income Fund

Q4 2019 review

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