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Liontrust - Sustainable Future

Sustainable Future Defensive Managed Fund

Peter Michaelis & Simon Clements

The 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.

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Liontrust - Sustainable Investment team
Peter Michaelis, Simon Clements, Neil Brown, Stuart Steven, Kenny Watson and Aitken Ross
The Sustainable Investment team

The 14-strong Sustainable Investment team, which is headed by Peter Michaelis, transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and was 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.

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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.


Fixed Income

We invest in a focused portfolio of corporate bonds that are attractively valued and take into consideration environmental, social and governance (ESG) factors by investing in companies that manage these exposures to minimise risk. As active managers, we believe in a high conviction approach to ensure we develop a thorough understanding of our holdings and the factors that influence their long-term value. There are two main stages to the process: seeking to identify superior bonds and construct resilient portfolios.

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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 Defensive Managed 14.18% -1.05% N/A N/A N/A
IA Mixed Investment 20%-60% Shares 12.91% -2.46% N/A N/A N/A
Liontrust Sustainable Future Defensive Managed
IA Mixed Investment 20%-60% Shares
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future Defensive Managed 4.39% 14.42% N/A N/A N/A 25.70%
IA Mixed Investment 20%-60% Shares 3.29% 12.44% N/A N/A N/A 17.83%
To previous working day
Liontrust Sustainable Future Defensive Managed
IA Mixed Investment 20%-60% 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.

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 20%-60% Shares
  • Fund size£22,937,100.00
  • Historic yield1.97%

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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