Investing in a changing world | Liontrust Sustainable Investment team | Liontrust Asset Management PLC

Investing in a changing world

Liontrust - Investing in a changing world

Introduction

Sustainability is an increasingly important theme for today’s consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. This is fundamentally changing businesses and is reflected in increasing interest in and demand for sustainable investment. According to the European SRI Study of 2016, €11 trillion is currently invested in sustainable and responsible investment across Europe with €1.5 trillion coming from the UK. Research consistently suggests that demand for sustainable and responsible investments will continue to grow, especially as millennials inherit and generate greater levels of wealth.

The Liontrust Sustainable Investment team, who have worked together for more than 10 years, believes that transformative developments, such as advancements in technology and healthcare along with car safety, not only have positive impacts on society, they also have the potential to deliver attractive returns for investors. The team  invests in long-term trends like these and the high-quality companies that are profiting from changing the world through such positive contributions to people and the environment.

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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 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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Funds

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