Liontrust Sustainable Future UK Growth Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Sustainable Future

Sustainable Future UK Growth Fund

Neil Brown & Peter Michaelis

The 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.

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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 UK Growth 17.67% -0.20% 9.79% 17.51% 17.32%
IA UK All Companies 17.95% -2.41% 5.77% 14.24% 17.29%
Liontrust Sustainable Future UK Growth
IA UK All Companies
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future UK Growth 10.31% 21.84% 34.94% 84.13% 72.75% 142.53%
IA UK All Companies 9.60% 18.90% 24.18% 67.33% 68.05% 130.28%
To previous working day
Liontrust Sustainable Future UK Growth
IA UK All Companies

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. • As the Fund invests 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.


• 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 date19/02/2001
  • IA sectorIA UK All Companies
  • Fund size£268,529,000.00
  • Number of holdings52
  • Historic yield1.61%

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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