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View the article online at http://citywire.co.uk/wealth-manager/article/a385178

CF Liontrust Macro UK Growth

on Jul 15, 2014 at 09:01

 

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 though the fund missed out on the cyclical rallies of 2012. This duo offers a defensive approach to investing with a bird’s eye view of the global economy.

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