Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. 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 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.

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
105/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 38.44%
Stephen Bailey
Stephen Bailey
106/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 38.44%
Your Business: Cover Star Club

Profile: how Close Brothers gave power back to the regions

Profile: how Close Brothers gave power back to the regions

Almost a year into the role, Close Brothers Asset Management head of wealth management Andy Cumming has highlighted three keys areas of focus

Wealth Manager on Twitter