Funds Updates

Forth quarter and end of year 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

In this article, Stephen Yiu, discusses a new sector appearing on their Factsheet in the last few months – Energy. So far, one investment was made into the energy sector, in a company called Canadian Natural Resources.

In this article, Stephen You, Lead Manager of the Blue Whale Growth Fund, reinforces that their investment process at Blue Whale has always been guided by a simple mantra – being committed to delivering significant outperformance for their investors whilst ensuring that the portfolio is constantly positioned in the best opportunities of the moment.

Thirdquarter of 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of the first 6 months of 2022.
The first half of 2022 saw inflation fears of late 2021 come to a head. Accordingly, global equity markets saw increased volatility, with a mark down across the board.

Second quarter of 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of April 2022 in light of the Ukraine crisis and inflation woes which have weighed heavily on markets this year.

First quarter of 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.

In this article, Blue Whale discusses the fact that global growth is not matching inflation rates (a key characteristic of stagflation) and therefore why it is important to look for those companies that are able to benefit from structural changes in the global economy that are not reliant on a buoyant macro-outlook.

Fourth quarter of 2021 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.