Sustainable investment team | Fund teams | Liontrust Asset Management PLC
Liontrust - Sustainable Future

The Sustainable Investment team

Peter Michaelis, Simon Clements, Neil Brown, Stuart Steven, Kenny Watson, Aitken Ross

Equities

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.







The Sustainable Investment team - Equities

Fixed Income

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.

The Sustainable Investment team - Fixed Income

Constructing a revolution

Simon Clements

Design errors on large construction projects can cost millions to fix and waste huge amounts of time. Simon Clements... Read more

Bringing income home

Latest fund updates

The Sustainable Investment team

Read the latest fund updates from the Sustainable Investment team.
Read more

Investing in a changing world

Liontrust Sustainable Future Funds: Annual Review 2017

Awards and ratings

Citywire - Fund Manager rated A
Peter Michaelis
Citywire Manager rating: A
Citywire - Fund Manager rated +
Simon Clements
Citywire Manager rating: +
Citywire - Fund Manager rated +
Neil Brown
Citywire Manager rating: +
Citywire - Fund Manager rated +
Aitken Ross
Citywire Manager rating: +

Citywire - Fund Manager rated +
Kenny Watson
Citywire Manager rating: +
Citywire - Fund Manager rated +
Stuart Steven
Citywire Manager rating: +
Camradata Asset View Awards 2017 - UK Equity - All Cap - Growth - Liontrust Sustainable Future UK Growth Fund
Liontrust SF UK Growth Fund
Asset View Awards 2017
UK Equity - All Cap - Growth (GBP)
RSM SRI rated fund
Liontrust Sustainable Investment
RSM SRI Rated

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


Documents

UK domiciled  

Monthly Income Bond Fund

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.

Sustainable Future Absolute Growth Fund

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.

Sustainable Future Cautious Managed Fund

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.

Sustainable Future Corporate Bond Fund

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.

Sustainable Future Defensive Managed Fund

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.

Sustainable Future European Growth Fund

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.

Sustainable Future Global Growth Fund

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.

Sustainable Future Managed Fund

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.

Sustainable Future UK Growth 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 rules for environmental and social responsibility.

UK Ethical 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.

Non-UK domiciled  

GF Sustainable Future European Corporate Bond Fund

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.

 

Luxcellence - Liontrust Sustainable Future Pan-European Equity Fund

The Fund aims to generate capital growth by mainly investing in the shares of a broad range of Pan-European companies.

Key Risks

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.

Disclaimer

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.

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