Liontrust
Liontrust UK Opportunities Fund
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 6 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.
Performance
as of Jul 31, 2026 · net of fees · B Acc
- YTD+18.2%index +22.0%
Index: MSCI UK IMI
| YTD | |
|---|---|
| Liontrust UK Opportunities Fund | +18.2% |
| MSCI UK IMI | +22.0% |
Calendar years
- 2025+12.1%index +11.1%
- 2024+10.1%index +13.2%
- 2023−3.6%index +7.0%
- 2022−13.4%index +3.7%
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 →What it bought and sold
A new unit was taken in Hikma Pharmaceutical.
The holdings in Essentra and Weir Group were added to while the holding in EasyJet was reduced.
After strong recent performance, the holding in ArcelorMittal was exited.
The holdings in Essentra and Weir Group were added to while the holding in EasyJet was reduced.
The holdings in Essentra and Weir Group were added to while the holding in EasyJet was reduced.