Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

CF Liontrust Macro UK Growth

Citywire Selection verdict: Jan Luthman, Stephen Bailey and Jamie Clark use a global thematic process to structure their fund. A hefty overweight in healthcare is matched by an underweight in consumer goods. They currently hold a third of the portfolio in financials and around 17% per cent of the fund is invested directly in international companies, offering some diversification away from the volatility of the UK market in the run up to and aftermath of Britain’s decision to leave the EU. The trio offers a defensive approach and the fund tends to lag behind the market when cyclical stocks rally. Despite recent underperformance, long-term performance is robust.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: gearing up for the shift from consolidation to start-ups

Profile: gearing up for the shift from consolidation to start-ups

‘I think the industry is evolving rapidly, but not necessarily as a whole,’ says the head of recently launched Charles Nicholson AM

Wealth Manager on Twitter