Liontrust Global Alpha Fund

This is the first introduction to the fund. The manager, Robin Geffen, set up Neptune Fund Managers and this was recently sold to Liontrust. The main message was that the only change to the style was that he no longer runs the company so can focus fully on the management of the fund.

The fund has displayed a strong long-term track record, with a focus on protecting on the downside, which it has proven to be able to do in 2018 and year to date. Going back, in 2008 it did not manage to do this, and again in 2011. For any potential investor it would be worth understanding the reasons behind this and whether the strategy has changed. Robin has managed the fund since its launch but may have changed direction in the last few years.

The key to the fund performing well in this current environment are the technology holdings, with over 40% of the fund tilted towards IT sectors. It is also invested in disrupters within sectors and technology led healthcare companies. The fund has over 80% in the US, 8% in emerging markets and 5% in Japan. This feels more like a US tech fund with some global holdings bolted on….read more

Fund Facts Morningstar

Notes

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