Liontrust

Liontrust India Fund

Jun 2026Jun 2026

Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 3 companies. 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

  • AddedTriveni TurbineJun 2026
    We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
  • AddedTata PowerJun 2026
    We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
  • AddedHindalcoJun 2026
    We also increased exposure to manufacturing inputs through companies such as Hindalco and Usha Martin.
  • Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
  • AddedUsha MartinJun 2026
    We also increased exposure to manufacturing inputs through companies such as Hindalco and Usha Martin.
  • AddedAPAR IndustriesJun 2026
    We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
  • AddedHitachi Energy IndiaJun 2026
    We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
  • ExitedInfosysJun 2026
    Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
  • New positionCoforgeJun 2026
    Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.
  • We expanded exposure to India’s power and electrification cycle through Tata Power, Hitachi Energy India, Siemens Energy India and APAR Industries, alongside selected engineering holdings such as Triveni Turbine.
  • New positionTech MahindraJun 2026
    Within technology, the exit from Infosys was accompanied by new positions in Sterlite Technologies, Tech Mahindra and Coforge, representing a shift away from generic benchmark exposure towards selected recovery and digital-infrastructure opportunities.

Also held

Its investment theses

Every letter