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Liontrust - Sustainable Future

Sustainable Future Cautious Managed Fund

Peter Michaelis & Simon Clements

The 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.

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The Sustainable Investment team (Equities)

The Sustainable Investment team - Equities
Peter Michaelis & Simon Clements

Peter Michaelis and Simon Clements 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.

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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.

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Power, corruption and lies

Peter Michaelis

Bribery and corruption cost the global economy an estimated $1.5 to $2 trillion every year, creating major hurdles for sustainable development. Peter Michaelis discusses... Read more

Ratings

Citywire - Fund Manager rated A
Peter Michaelis
Citywire Manager rating: A
Citywire - Fund Manager rated +
Simon Clements
Citywire Manager rating: +
FE Crown Rated - 4
Liontrust SF Cautious Managed Fund
FE Crown Rating: 4
Moneyfacts Ethical 5 star
Liontrust Sustainable fund range
2018 Ethical Fund: 5*

Latest fund updates

The Sustainable Investment team

Read the latest fund updates from the Sustainable Investment team.
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Morningstar rated 5 star
Liontrust SF Cautious Managed Fund
Morningstar Rating: 5
Morningstar Sustainability rated 4
Liontrust SF Cautious Managed Fund
Morningstar Sustainability Rating: 4
RSM SRI rated fund
Liontrust SF Cautious Managed Fund
RSM SRI Rated

Performance

Discrete performance

31-03-2017 -
31-03-2018
31-03-2016 -
31-03-2017
31-03-2015 -
31-03-2016
31-03-2014 -
31-03-2015
31-03-2013 -
31-03-2014
Liontrust Sustainable Future Cautious Managed 4.69% 15.75% -1.21% N/A N/A
IA Mixed Investment 40-85% Shares 1.55% 17.11% -2.94% N/A N/A
Liontrust Sustainable Future Cautious Managed
IA Mixed Investment 40-85% Shares
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future Cautious Managed 3.08% 7.35% 29.27% N/A N/A 42.15%
IA Mixed Investment 40-85% Shares 2.10% 4.84% 24.91% N/A N/A 33.47%
To previous working day
Liontrust Sustainable Future Cautious Managed
IA Mixed Investment 40-85% Shares

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.


Source: Financial Express. Total return. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. 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.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date23/07/2014
  • IA sectorIA Mixed Investment 40-85% Shares
  • Fund size£27,925,376.96
  • Number of holdings111
  • Historic yield1.98%

Fund size, number of holdings and active share data is as at previous month end. Historic yield and performance data is as at previous working day.

Historic yield: Reflects distributions declared over the past 12 months as a percentage of the mid-market unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions.

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