Where are you?
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Guernsey
  • Ireland
  • Italy
  • Jersey
  • Luxembourg
  • Malta
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Singapore
  • Sweden
  • Switzerland
  • United Kingdom
  • Rest of World
It looks like you’re in
Not your location?
And finally, please confirm the following details
I’m {role} in {country} and I agree to comply with the terms of the website.

Sustainable Investment team

Meet the team

The 17-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 an average of 14 years of industry 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 headed by Stuart Steven, who was formerly Investment Director at Scottish Widows Investment Partnership. Stuart’s co-managers are Kenny Watson (formerly at Ignis Asset Management), along with 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.

 

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 he 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.

The fund managers invest in well-run companies whose products and operations capitalise on the transformative changes the Liontrust Sustainable Investment team has highlighted, may benefit financially from them and score well on ESG, business fundamentals and valuation. The managers believe identifying these powerful themes and investing in exposed companies can make for attractive and sustainable investments.

Funds managed by the team

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

"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 Adviser Awards 2022 - Best ESG Solution for Advisers Professional Advisor Awards 2022: Best ESG Solution for Advisers Liontrust SF Managed Funds
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
Citywire fund manager rating Citywire Manager Rating: AAA Peter Michaelis
Citywire fund manager rating Citywire Manager Rating: AAA Simon Clements
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