Liontrust
Liontrust Special Situations Fund
Jun 2026 → Jul 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Liontrust for every strategy.
Performance
as of Jul 31, 2026 · net of fees · I Inc
- YTD−4.2%index +21.9%
Index: FTSE All Share
| YTD | |
|---|---|
| Liontrust Special Situations Fund | −4.2% |
| FTSE All Share | +21.9% |
Calendar years
- 2025−3.9%index +11.2%
- 2024+12.9%index +13.0%
- 2023+6.8%index +7.9%
- 2022−11.0%index +1.6%
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 →