The Sustainable Investment team | Who we are | Liontrust Asset Management PLC
Liontrust - Sustainable Future

The Sustainable Investment team

Peter Michaelis, Simon Clements, Neil Brown, Stuart Steven, Kenny Watson, Aitken Ross

Equities

Peter Michaelis, Simon Clements and Neil Brown are the lead managers of a team of experienced investment professionals. They transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and were previously running the Sustainable Future Fund range at Aviva Investors. Peter, with 16 years’ experience in investing, was previously Head of SRI at Aviva Investors and has been running the funds since their launch in 2001. Simon has been in fund management for 18 years and was previously Head of Global Equities at Aviva Investors. Neil has 14 years’ experience in financial markets and was an SRI Fund Manager at Aviva Investors.



Fixed Income

Stuart Steven, Kenny Watson and Aitken Ross have more than 57 years of combined investment experience in managing fixed income. They also transferred to Liontrust from ATI in April 2017. Stuart has 25 years of fixed income investment experience and was previously Investment Director at Scottish Widows Investment Partnership. Kenny has 26 years of fund management experience and was formerly at Ignis Asset Management where he was responsible for the sub investment grade bond portfolios. Aitken has six years of financial experience and started his career in the graduate scheme at ATI.

Liontrust Sustainable Investment Fixed Income team

Liontrust Sustainable Investment Equities team

The PRI 12 years on

Peter Michaelis

'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more

Awards and ratings

Citywire - Fund Manager rated +
Peter Michaelis
Citywire Manager rating: +
Citywire - Fund Manager rated +
Simon Clements
Citywire Manager rating: +
Citywire - Fund Manager rated A
Neil Brown
Citywire Manager rating: A
Citywire - Fund Manager rated +
Kenny Watson
Citywire Manager rating: +

What we think

Fund managers' views and fund updates

Read our fund managers’ latest views and fund updates.



Read more

Morningstar rated 4 star
Liontrust Sustainable Investment
Morningstar Rating: 4
Liontrust SF Absolute Growth, Corporate Bond,
Monthly Income Bond, SF European Growth, SF UK
Growth & UK Ethical Funds
Morningstar rated 5 star
Liontrust Sustainable Investment
Morningstar Rating: 5
Liontrust SF Cautious Managed,
SF Defensive Managed &
SF Managed Funds
Camradata Asset View Awards 2017 - UK Equity - All Cap - Growth - Liontrust Sustainable Future UK Growth Fund
Liontrust SF UK Growth Fund
Asset View Awards 2017
UK Equity - All Cap - Growth (GBP)
RSM SRI rated fund
Liontrust Sustainable Investment
RSM SRI Rated

Liontrust SF Absolute Growth, SF Cautious Managed,
SF Corporate Bond, SF Defensive Managed,
SF European Growth, SF Global Growth,
SF Managed & SF UK Growth Funds


UK domiciled  

Monthly Income Bond Fund

The Fund invests in corporate bonds predominantly and also invests in government bonds while managing the interest rate exposure. The Fund aims to produce a monthly income yield and some capital growth.

Sustainable Future Absolute Growth Fund

The Fund invests in the shares of a broad range of companies from around the world, based on the fund manager's view of their long-term return prospects. It will invest only in companies that meet the team’s rules for environmental and social responsibility.

Sustainable Future Cautious Managed Fund

The Fund invests in a broad range of worldwide investments based on the fund manager's view of their long-term return prospects. Typically, 60% of the Fund is invested in global equities and 40% in bonds and cash.

Sustainable Future Corporate Bond Fund

The Fund invests in sterling denominated fixed interest securities issued by corporates, governments and supranational institutions. It invests only in the bonds of companies that meet the team’s rules for environmental and social responsibility.

Sustainable Future Defensive Managed Fund

The Fund invests in a broad range of worldwide investments based on the team’s view of their long-term return prospects. Typically, 45% of the Fund is invested in global equities and 55% in bonds and cash.

Sustainable Future European Growth Fund

The Fund invests in the shares of a broad range of European companies, based on the team's view of their long-term return prospects. It will invest only in companies that meet the team’s rules for environmental and social responsibility.

Sustainable Future Global Growth Fund

The Fund invests in the shares of a broad range of companies from around the world, based on the team's view of their long-term return prospects. It will invest only in companies that meet the team’s rules for environmental and social responsibility.

Sustainable Future Managed Fund

The Fund invests in a broad range of worldwide investments based on the team's view of their long-term return prospects. Typically, between 45% and 85% will be invested in shares. It will invest only in companies that meet the team’s rules for environmental and social responsibility.

Sustainable Future UK Growth Fund

The fund invests in the shares of a broad range of UK companies based on the team's view of their long-term return prospects. It will invest only in companies that meet the team’s rules for environmental and social responsibility.

UK Ethical Fund

The Fund invests in the shares of a broad range of UK companies based on the team's view of their long-term return prospects. It will invest only in companies that meet the team’s ethical requirements and rules for environmental and social responsibility.

Disclaimer:
• Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. • The majority of the Liontrust Sustainable Future Funds have holdings which are denominated in currencies other than Sterling and may be affected by movements in exchange rates. Some of these funds invest in emerging markets which may involve a higher element of risk due to less well regulated markets and political and economic instability. Consequently the value of an investment may rise or fall in line with the exchange rates. Liontrust UK Ethical Fund, Liontrust SF European Growth Fund and Liontrust SF UK Growth Fund invest geographically in a narrow range and has a concentrated portfolio of securities, there is an increased risk of volatility which may result in frequent rises and falls in the Fund’s share price. • Liontrust SF Managed Fund, Liontrust SF Corporate Bond Fund, Liontrust SF Cautious Managed Fund, Liontrust SF Defensive Managed Fund and Liontrust Monthly Income Bond Fund invest in bonds and other fixed-interest securities - fluctuations in interest rates are likely to affect the value of these financial instruments. • If long-term interest rates rise, the value of your shares is likely to fall. If you need to access your money quickly it is possible that, in difficult market conditions, it could be hard to sell holdings in corporate bond funds. This is because there is low trading activity in the markets for many of the bonds held by these funds. Mentioned above five funds can also invest in derivatives. Derivatives are used to protect against currencies, credit and interests rates move or for investment purposes. • There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions.

• The information and opinions provided should not be construed as advice for investment in any product or security mentioned.  • Always research your own investments and consult with a regulated investment adviser before investing.


Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use. © 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Back to top