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Sustainable Investment team

Our investment process

The investment process seeks to generate strong returns from investing in companies aiming to deliver profits through positive social and environmental impacts. The fund managers look at the world through the prism of three mega trends – Better resource efficiency (cleaner), Improved health (healthier) and Greater safety and resilience (safer) – and then 20 themes within these.

If a company has significant exposure to one of the themes, the fund managers verify how sustainable the rest of its activities are. For each company, the fund managers determine the ESG factors that are important indicators of future success and assess how well these are managed, via the proprietary Liontrust Sustainability Matrix.

Companies in which the fund managers invest will have robust business fundamentals with a proven ability to deliver high returns of equity (RoE) through sustaining margins and asset turnover. Typically, these companies have a maintainable competitive advantage through scale, technology or business model.

Funds managed by the team

The Liontrust Sustainable Investment team manages a broad range of funds across equities, bonds, and managed funds.

Funds managed by the team

Sustainable Investment: Annual Review 2022

This year’s Annual Review from the Liontrust Sustainable Investment team assesses the challenging landscape 2022 presented for investors with volatility across almost every asset class and major macro-economic and political uncertainties – many of which are still ongoing. This environment has been especially challenging for those investing sustainably. And yet, looking to 2023 they are more excited about the prospects than they have been for years.

Click below to read the Annual Review that covers the Sustainable Future process, fund performance, and work across impact measurement and engagement during 2022.

Meet the tea

Latest insights

More insights
Peter Michaelis Peter Michaelis
Investing in companies that will drive decarbonisation As the UK Climate Change Committee urges the government not to loosen decarbonisation targets, Peter Michaelis highlights the companies that could be key to maintaining a path to Net Zero.
icon 29 February 2024
Renewable wind farm
Mike Appleby Mike Appleby
Spotting the sustainability hits and misses Mike Appleby discusses how investors can improve the chance of getting it right when it comes to so-called sustainable products.
icon 22 February 2024
Sustainable Growth
Mike Appleby Mike Appleby
Why we like electric vehicles The Sustainable Investment team’s Mike Appleby makes the strong investment and environmental case for electric vehicles vs internal combustion engine cars in this latest blog.
icon 12 February 2024
Electric vehicles
Lionesses Kenny Watson, Aiken Ross & Jack Willis
Looking forward with optimism after a strong 2023 The Sustainable Investment Fixed Income team saw strong performances in 2023 despite an eventful year. So what lies ahead? They explain why they believe there are reasons to be bullish about investor’ returns in 2024.
icon 31 January 2024
Green city
Peter Michaelis Peter Michaelis
A sustainable and prosperous 2024 2023 saw bleak headlines of war and climate change but there are reasons for optimism says Peter Michaelis, head of the Sustainable Investment team. He points to lower air pollution, reduced coal usage and the healing of the ozone layer.
icon 31 January 2024
Flower
Fund manager views
UK SDR and investment labels Mike Appleby of the Sustainable Investment team discusses what the FCA regulation on Sustainability Disclosure Requirements (SDR) means for investors and for our Sustainable fund range.
icon 23 January 2024
Water on a leaf

Meet the team

The 18-strong team has been managing the Sustainable Future (SF) funds for more than 21 years.  A key differentiator is the fact all the sustainable elements are fully integrated within a single team. The team, which has over 200 years of combined experience, is headed by Peter Michaelis, who was previously Head of SRI at Aviva Investors and has been managing the SF funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. The other lead equity managers are Simon Clements (who was formerly Head of Global Equities at Aviva Investors) along with Martyn Jones and Chris Foster who joined the management training programme at ATI as graduates. Fixed Income investments are managed by Kenny Watson (formerly at Ignis Asset Management), Aitken Ross and Jack Willis who also started their careers in the graduate scheme at ATI. Harriet Parker leads on engagement activities across the team.

 

"Over our first 20 years of managing the SF funds, our investments have been successful because they have provided something society needs.”

Awards and ratings

Professional Paraplanner ESG Solution Provider 2023 Professional Paraplanner Awards 2023 Best ESG Investment Solution Provider
Professional Adviser Awards 2022 - Best ESG Solution for Advisers Professional Advisor Awards 2022: Best ESG Solution for Advisers Liontrust SF Managed Funds
Professional Paraplanner Awards 2022 - Best ESG Investment Solution Provider Professional Paraplanner Awards 2022 Best ESG Investment Solution Provider
Citywire fund manager rating Citywire Manager Rating: A Kenny Watson
Fund Manager of the Year Awards 2021 IW FM of the Year Awards 2021: Managed 40-85% Shares Liontrust SF Managed Fund
FT Adviser 100 Club Awards 2019 FT Adviser 100 Club Awards 2019: Mixed Asset Fund of the Year Liontrust SF Managed Growth Fund
Best Active Ethical/Sustainable Fund at the AJ Bell Fund and Investment Trust Awards 2019 AJ Bell Fund and IT Awards 2019: Best Active Ethical/Sustainable Fund Liontrust SF Global Growth Fund
Fund Manager of the Year Awards 2021 IW FM of the Year Awards 2021: Global Growth Liontrust SF Global Growth Fund
Fund Manager of the Year Awards 2021 IW FM of the Year Awards 2021: Managed - Flexible Investment Liontrust SF Managed Growth Fund
PA AWARDS 21 Best ESG Solution Professional Advisor Awards 2021: Best ESG Solution for Advisers Liontrust SF Managed Funds
Women in Finance Awards 2020 Women in Finance Awards 2020: ESG Fund Manager of the Year Harriet Parker
 fund manager of the year awards 2020 IW FM of the Year Awards 2020: Managed Balanced Liontrust SF Cautious Managed Fund
SF Managed Growth fund manager of the year awards 2020 IW FM of the Year Awards 2020: Managed Growth Liontrust SF Managed Fund
Portfolio Adviser Fund Awards 2020 Best ESG Fund 70x70 Portfolio Adviser Fund Awards 2020: Best ESG Fund Liontrust SF Global Growth Fund
FT Advisor 100 Club Small Mixed Assets FT Adviser 100 Club Awards 2020: Mixed Asset Fund of the Year Liontrust SF Managed Growth Fund