Liontrust

Liontrust GF Sustainable Future Pan European Growth Fund

Europe Quality

Jun 2025Jun 2026

Our archive holds 2 letters from this strategy and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in 2 years follow all of Liontrust for every strategy.

What it bought and sold

  • ExitedHaleonJun 2026
    We sold Haleon to fund a new position in Novonesis.
  • TrimmedASMLJun 2026
    We took some profits from these holdings following the strong performance.
  • TrimmedASM InternationalJun 2026
    We took some profits from these holdings following the strong performance.
  • TrimmedTechnoprobeJun 2026
    We took some profits from these holdings following the strong performance.
  • ExitedGN Store NordJun 2026
    We also exited our position in GN Store Nord after the company announced the sale of the hearing aids segment, 43% of sales, to a competitor.
  • TrimmedInficonJun 2026
    We took some profits from these holdings following the strong performance.
  • New positionNovonesisJun 2026
    We sold Haleon to fund a new position in Novonesis.

Also held

  • Technogym
  • Alcon
  • Softcat

Every letter