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Primary Recommendations

Liontrust - Geared play on market

March 2024

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • LIO
  • Price:
  • 643p
In recent weeks, several asset managers (eg. Premier Miton, Polar Capital, Impax and Jupiter) have reported results. They have all been hit by the relentless barrage of outflows from UK funds, and UK equities in particular, with 31 consecutive months of outflows as investors sought the safety of cash and bonds. Over £1.2bn has poured out of the equity market in many of the recent months hitting Liontrust’s UK All Companies, UK Equity and UK Smaller funds. If you haven’t already realised it, this fund selling is what has been keeping a lid on small caps since rates began to climb. In theory you could buy any of these asset managers as a geared play on the expectation that interest rates will fall, this sell down cannot last for eve ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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