Liontrust
Liontrust Global Smaller Companies Fund
Global Small-cap
Dec 2024 → Jul 2026
Our archive holds 4 letters from this strategy, behind 2 investment theses and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years — follow all of Liontrust for every strategy.
Performance
as of Jul 31, 2026 · net of fees · C Acc
- YTD+2.5%index +33.0%
Index: MSCI ACWI Small Cap
| YTD | |
|---|---|
| Liontrust Global Smaller Companies Fund | +2.5% |
| MSCI ACWI Small Cap | +33.0% |
Calendar years
- 2025−0.9%index +4.8%
- 2024+10.1%index +11.3%
- 2023+14.0%index +8.0%
- 2022−26.1%index −11.1%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jul 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- Advanced Drainage SystemsDec 2024Advanced Drainage Systems (ADS) is the largest US manufacturer of plastic piping for stormwater drainage, benefiting from a robust distribution network and increasing market share amid rising demand for wastewater solutions.
- Asahi InteccDec 2024Asahi Intecc is a leading Japanese provider of high-performance guidewires for minimally invasive medical procedures, with over 50% market share and strong intellectual property assets.