Wealth Manager - the site for professional investment managers

Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

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 a quarter of the portfolio in financials with a hefty overweight in heathcare. Around 10 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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Jan Luthman
Jan Luthman
116/151 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 43.63%
Stephen Bailey
Stephen Bailey
115/151 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 43.63%
Citywire TV
Citywire TV
Play Paul Niven: I won't rip up the Foreign & Colonial Trust history book

Paul Niven: I won't rip up the Foreign & Colonial Trust history book

The newly appointed manager of the Foreign & Colonial trust talks about his plans for UK's oldest investment company.

Play Dangerous daisy chains, Black Friday blues and Uber valuations

Dangerous daisy chains, Black Friday blues and Uber valuations

This week’s Investment Pulse looks at the domino effect in European banks, America’s disappointing Black Friday and how much Uber is really worth.

Play Baillie Gifford's Snell bullish on India's prospects following election

Baillie Gifford's Snell bullish on India's prospects following election

Citywire AA-rated manager is seeing good overall growth for the Asia reason but is wary of varying valuations.

Your Business: Cover Star Club

Manchester wealth firm hires Coutts director for London launch

Manchester wealth firm hires Coutts director for London launch

Former Coutts director Tony Robinson has joined Chartered Wealth Management to head the company’s newly opened London office.

Wealth Manager on Twitter