Trust Outlook: A forward look at UK market resilience and demand
In this short video, Portfolio Manager Imran Sattar, explores the current state of the UK economy, consumer strength, and market valuations to share our strategic perspective. With UK stocks undervalued compared to global peers, we’re finding attractive entry points for advantaged businesses positioned to deliver attractive total returns.
A Trust committed to total return over the long term
Our investment approach is pragmatic yet powerful: focus on structural growth companies with attractive returns, strong margins and economic moats. By identifying businesses that protect their returns with strategic barriers, we aim to deliver sustained value for our shareholders.
Exploring the key drivers behind performance
The majority of the companies held by the portfolio have had strong operational performance this year. Portfolio Manager, Imran Sattar discusses some of the companies and what has driven their performance.
Our portfolio strategy: economic and thematic insights
How do themes like self-help, data analytics and decarbonisation shape our investment decisions? In this fourth video of our exclusive series, Portfolio Manager Imran Sattar discusses these themes and the stocks they hold within them, such as Autotrader, Rightmove, and Verisk. Imran also discusses how they diversify the portfolio economically.
Portfolio evolution: changes within our portfolio
Our focus remains on structurally growing businesses with robust economic moats. Portfolio Manager Imran Sattar discusses recent changes made to stocks held by Edinburgh Investment Trust, including where the team have taken profits and made new investments.
From the macro to the micro: insights from New York
The portfolio managers focus on stock picking and take their views on the impact of macroeconomics from talking to and analysing companies. An example of this approach is Imran Sattar’s recent visit to New York where he met 63 companies, including two holdings within the Trust’s portfolio.
The future of industrials: decarbonisation and tech-driven growth
Emily Barnard explains how recent site visits and management meetings with companies like Kone, Spirax Group, and Rotork revealed two key trends: decarbonisation as a growth driver and how combining human capital with technology is accelerating innovation.
The future of healthcare: innovation through collaboration
Emily Barnard discusses how a visit to AstraZeneca’s research and development site in Cambridge revealed that its collaborative design sparks innovation by removing silos and encouraging the free exchange of ideas. On a larger scale, healthcare innovation is increasingly driven by the convergence of research disciplines once kept separate.
Key Risks
Past performance does not predict future returns. You may get back less than you originally invested.
We recommend this fund is held long term (minimum period of 5 years). We recommend that you hold this fund as part of a diversified portfolio of investments
The Edinburgh Investment Trust managed by the Liontrust Global Fundamental team may be exposed to the following risks:
- The Net Asset value (NAV) return of The Company corresponds directly to The performance of The securities in which it invests and The income from them. The share price, which will determine The return to The investor, will also be affected by supply and demand. Consequently, The return to The investor may be higher or lower than The underlying NAV return.
- The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.
- The product may invest in smaller companies which may result in a higher level of risk than a product that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.
The product may use derivatives for efficient portfolio management which may result in increased volatility in the NAV.
The issue of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Investments should always be considered as long term.
Disclaimer
This material is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.co.uk or direct from Liontrust Fund Partners LLP. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.