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Peter Michaelis, Simon Clements, Neil Brown, Stuart Steven, Kenny Watson, Aitken Ross
Peter Michaelis, Simon Clements and Neil Brown are the lead managers of a team of experienced investment professionals. With over 45 years of combined experience, the team transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and were previously running the Sustainable Future Fund range at Aviva Investors. Peter was previously Head of SRI at Aviva Investors and has been running the funds since their launch in 2001. Simon was previously Head of Global Equities at Aviva Investors. Neil was an SRI Fund Manager at Aviva Investors.
Stuart Steven, Kenny Watson and Aitken Ross have more than 50 years of combined investment experience in managing fixed income. They also transferred to Liontrust from ATI in April 2017. Stuart was previously Investment Director at Scottish Widows Investment Partnership. Kenny was formerly at Ignis Asset Management where he was responsible for the sub investment grade bond portfolios. Aitken started his career in the graduate scheme at ATI.
Mike Appleby
Given the rapid development of social networks across multiple areas, Mike Appleby says close scrutiny is required to ensure these... Read more
The Sustainable Investment team
Read the latest fund updates from the Sustainable Investment team.Read more
Liontrust SF Absolute Growth, SF Cautious Managed, SF Corporate Bond, SF Defensive Managed, SF European Growth, SF Global Growth, SF Managed & SF UK Growth Funds
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.
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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Further information can be found in the following documents.
The Fund invests in corporate bonds predominantly and also invests in government bonds while managing the interest rate exposure. The Fund aims to produce a monthly income yield and some capital growth.
The Fund invests in the shares of a broad range of companies from around the world, based on the fund manager'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.
The Fund invests in a broad range of worldwide investments based on the fund manager's view of their long-term return prospects. Typically, 60% of the Fund is invested in global equities and 40% in bonds and cash.
The Fund aims to provide a higher long-term return than UK Government Bonds, with most of the returns likely to be to come from income. The Fund typically invests at least 70% of the portfolio in sterling denominated fixed income securities issued by corporates, governments and supranational institutions. Up to 30% of the Fund can be invested in non-sterling denominated fixed income securities, which are typically hedged back into sterling. The Fund invests only in the bonds of companies that meet the team’s rules for environmental and social responsibility.
The Fund invests in a broad range of worldwide investments based on the team’s view of their long-term return prospects. Typically, 45% of the Fund is invested in global equities and 55% in bonds and cash.
The Fund invests in the shares of a broad range of European 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.
The Fund invests in the shares of a broad range of companies from around the world, 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.
The Fund invests in a broad range of worldwide investments based on the team's view of their long-term return prospects. Typically, between 45% and 85% will be invested in shares. It will invest only in companies that meet the team’s rules for environmental and social responsibility.
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.
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.
The Fund aims to provide a higher long-term return than European Government Bonds, with most of the returns likely to be to come from income. The Fund typically invests between 80% and 90% of the portfolio in Euro denominated fixed income securities issued by corporates, governments and supranational institutions. Between 10% and 20% of the Fund can be invested in non-Euro denominated fixed income securities, which are typically hedged back into Euros. The Fund invests only in the bonds of companies that meet the team’s rules for environmental and social responsibility.
The Fund aims to generate capital growth by mainly investing in the shares of a broad range of Pan-European companies. The fund managers seek to generate strong returns while benefiting society through: identifying long-term transformative developments, such as technological and medical advancements, and investing in companies exposed to these powerful trends that have a positive impact and can make for attractive and sustainable investments.
Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. The majority of the Liontrust Sustainable Future Funds have holdings which are denominated in currencies other than Sterling and may be affected by movements in exchange rates. Some of these funds invest in emerging markets which may involve a higher element of risk due to less well regulated markets and political and economic instability. Consequently the value of an investment may rise or fall in line with the exchange rates. Liontrust UK Ethical Fund, Liontrust SF European Growth Fund and Liontrust SF UK Growth Fund invest 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. Liontrust SF Managed Fund, Liontrust SF Corporate Bond Fund, Liontrust SF Cautious Managed Fund, Liontrust SF Defensive Managed Fund and Liontrust Monthly Income Bond Fund invest in bonds and other fixed-interest securities - fluctuations in interest rates are likely to affect the value of these financial instruments. If long-term interest rates rise, the value of your shares is likely to fall. If you need to access your money quickly it is possible that, in difficult market conditions, it could be hard to sell holdings in corporate bond funds. This is because there is low trading activity in the markets for many of the bonds held by these funds. Mentioned above five funds can also invest in derivatives. Derivatives are used to protect against currencies, credit and interests rates move or for investment purposes. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions.
The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.
Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use. © 2018 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.