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CF Liontrust Macro UK Growth

 

Citywire Selection verdict: Jan Luthman and Stephen Bailey use a global thematic process to structure their fund. They currently hold more than 30% of the portfolio in financials with a hefty overweight in heathcare. Around 13% per cent of the fund is invested directly in international companies. Both short- and long-term performance is robust although the fund tends to be behind the market when cyclical stocks rally. This duo offers a defensive approach to investing with a bird’s eye view of the global economy.

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Jan Luthman
Jan Luthman
72/150 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 63.44%
Stephen Bailey
Stephen Bailey
71/150 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 63.44%
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