Liontrust
Liontrust UK Smaller Companies Fund
Jun 2026 → Jul 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 20 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
- 1Y−12.5%index +7.6%
Index: FTSE Small Cap ex ITs
| 1Y | |
|---|---|
| Liontrust UK Smaller Companies Fund | −12.5% |
| FTSE Small Cap ex ITs | +7.6% |
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 →What it bought and sold
- TrimmedAnimalcareJun 2026
Animalcare (+46%) became the latest Fund holding to be targeted, with private equity group Charterhouse agreeing a 336p a share deal – a 36% premium.
A new position was initiated in Avon Technologies, a designer and manufacturer of mission-critical personal protective equipment for armies, navies, law enforcement and first responders.