Liontrust

Liontrust UK Smaller Companies Fund

Jun 2026Jul 2026

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 7 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.

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.
  • New positionAvon TechnologiesJun 2026
    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.

Also held

Its investment theses

Every letter