Liontrust
Liontrust UK Recovery Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
During the quarter we initiated new positions in Accesso, Samsung Life and Airtel.
We also exited positions in Tribal, Gamma Communication, International Consolidated Airlines and Pearson.
The Fund’s key investment factors, namely Value, Recovery and Multi-Cap, were broadly supportive over the period, with performance benefiting in particular from the strength of the wider market.
We also exited positions in Tribal, Gamma Communication, International Consolidated Airlines and Pearson.
- New positionAirtelSep 2026
During the quarter we initiated new positions in Accesso, Samsung Life and Airtel.
Key contributors included the outperformance of our smaller company holdings, underweights in AstraZeneca and British American Tobacco, and strong stock-specific returns from Hays, Everplay and Somero, all of which exceeded expectations.
We also exited positions in Tribal, Gamma Communication, International Consolidated Airlines and Pearson.
We also exited positions in Tribal, Gamma Communication, International Consolidated Airlines and Pearson.
During the quarter we initiated new positions in Accesso, Samsung Life and Airtel.