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

UK Ethical Fund

Peter Michaelis & Neil Brown

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 ethical requirements and rules for environmental and social responsibility.

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The Sustainable Investment team (Equities)

Peter Michaelis & Neil Brown
Peter Michaelis & Neil Brown

Peter Michaelis and Neil Brown 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

Citywire - Fund Manager rated +
Neil Brown
Citywire Manager rating: +
Morningstar Sustainability rated 5
Liontrust Sustainable Future UK Ethical Fund
Morningstar Sustainability Rating: 5

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 UK Ethical 15.00% -0.20% 9.59% 19.08% 18.29%
IA UK All Companies 17.95% -2.41% 5.77% 14.24% 17.29%
Liontrust UK Ethical
IA UK All Companies
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust UK Ethical 16.12% 23.57% 42.10% 102.97% 70.08% 228.53%
IA UK All Companies 8.89% 19.08% 26.29% 77.47% 70.27% 154.14%
To previous working day
Liontrust UK Ethical
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. 


© 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 date10/05/1999
  • IA sectorIA UK All Companies
  • Fund size£367,159,611.98
  • Number of holdings38
  • Historic yield1.84%

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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