Liontrust GF European Smaller Companies Fund

Aug 2026 → Aug 2026

Our archive holds 1 letter from this strategy and positions in 1 company. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Liontrust for every strategy.

What it bought and sold

AddedKainos GroupAug 2026
Kainos Group (+41%) which rose sharply following an August trading update that upgraded full-year guidance.
TrimmedJensen-GroupAug 2026
Jensen-Group (-12%), which supplies equipment and automation systems to industrial laundries, fell following its first-half results.
AddedComputacenterAug 2026
Computacenter (+23%) benefited from continued enthusiasm for AI-related data-centre investment.
AddedWallenius WilhelmsenAug 2026
Wallenius Wilhelmsen (+15%), a vehicle shipping and logistics company, rose after reporting solid second- quarter results and maintaining its full-year outlook.