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Liontrust - Sustainable Future

Sustainable Future Cautious Managed Fund

Peter Michaelis & Simon Clements

The 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.

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The Sustainable Investment team (Equities)

Peter Michaelis & Simon Clements
Peter Michaelis & Simon Clements

Peter Michaelis and Simon Clements are two of the lead managers of a team of 10 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.

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The Sustainable Future Process (Equities)

In a fast changing world, we believe the companies that will survive and thrive are those which improve people’s quality of life, be it through medical, technological or educational advances; driving improvements in the efficiency with which we use increasingly scarce resources; and helping to build a more stable, resilient and prosperous economy. The process seeks to invest in high-quality organisations with robust business fundamentals, strong management and attractive valuations; adaptors and innovators capitalising on change, accessing new markets and opportunities and outperforming their competitors; and companies that are creating real and lasting value for shareholders and society, now and in the future.

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Ratings

Morningstar Sustainability rated 4
Liontrust Sustainable Future Cautious Managed Fund
Morningstar Sustainability Rating: 4

Performance

Discrete performance

31-03-2016 -
31-03-2017
31-03-2015 -
31-03-2016
31-03-2014 -
31-03-2015
31-03-2013 -
31-03-2014
31-03-2012 -
31-03-2013
Liontrust Sustainable Future Cautious Managed 15.75% -1.21% N/A N/A N/A
IA Mixed Investment 40-85% Shares 17.11% -2.94% N/A N/A N/A
Liontrust Sustainable Future Cautious Managed
IA Mixed Investment 40-85% Shares
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future Cautious Managed 9.75% 19.71% N/A N/A N/A 32.95%
IA Mixed Investment 40-85% Shares 7.06% 19.72% N/A N/A N/A 27.60%
To previous working day
Liontrust Sustainable Future Cautious Managed
IA Mixed Investment 40-85% Shares

Risk warning

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 Fund has holdings which are denominated in currencies other than Sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates. • Investments in emerging markets may involve a higher element of risk due to less well regulated markets and political and economic instability. • Fluctuations in interest rates are likely to affect the value of the bonds and other fixed-interest securities held by the Fund. If long-term interest rates rise, the value of your shares is likely to fall. • The fund can 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.


Source: Financial Express. Total return.


© 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.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date23/07/2014
  • IA sectorIA Mixed Investment 40-85% Shares
  • Fund size£21,995,175.85
  • Number of holdings116
  • Historic yield1.90%

Fund size, number of holdings and active share data is as at previous month end. Historic yield and performance data is as at previous working day.

Historic yield: Reflects distributions declared over the past 12 months as a percentage of the mid-market unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions.

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