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Liontrust

May 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:
  • 669p
Shares in Liontrust jumped after the group said it ended Q4 to 31 March with AUM of £27.8 billion, flat on the previous quarter. This has obviously been a period when many of its core investment strategies were out of favour, impacting both performance and flows. Funds that invest in UK companies have had 34 straight months of outflows, which is why we are seeing some of the ridiculous single digit PEs outside of the FTSE-100. But a number of Liontrust’s growth, small and mid-cap, and broader UK equity funds have been outperforming rivals and it has now seen its second quarter of positive market movements (which were 4.4% of opening AUM in Q4, after 6.6% in Q3) and I expect Liontrust will be a disproportionate beneficiary from the recent ...

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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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