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Sustainable Finance Disclosure Regulation (SFDR)

Statement on the Sustainable Finance Disclosure Regulation

Liontrust Global Funds Plc (“LGF”) is authorised and regulated by the Central Bank of Ireland (“CBI”). LGF is required to comply with applicable CBI rules and EU regulations that directly apply to all EU member states. This includes Articles 3(1), 4(1), 5(1) and 10 of Regulation (EU) 2019/2088 (the Sustainable Finance Disclosure Regulation (“SFDR”)).

Article 3(1) - Consideration of sustainability risk in investment decision making

Liontrust does not have a single firm-wide policy for consideration of sustainability risk in investment decision-making.  Policies are instead applied at an individual investment team level.  Details of how each investment team managing products captured by the SFDR consider sustainability risk in their investment decision making processes can be found below:

Article 4(1) - Adverse sustainability impacts

In line with Article 4(1) point b, LGF does not currently consider the adverse impacts of investment decisions on sustainability factors, pending further clarity in respect of the detailed requirements in relation to the content, methodologies and presentation of information on sustainability indicators that are expected to be provided in final regulatory technical standards by the European Commission.

LGF intends to comply with Article 4 (1) in due course and this statement will be updated pending final guidance from the European Commission.

Article 5(1) - Integration of sustainability risk in remuneration policies

LGF has in place a remuneration policy, which is designed to:

  • Facilitate common, uniform and consistent application of relevant regulatory provisions on remuneration;
  • Ensure remuneration practices do not encourage risk taking (including sustainability risks), which is inconsistent with the firm’s risk appetite or the risk profile of the funds; and
  • Develop, implement and maintain a culture of ensuring the client’s best interests are met.

This Policy is one of the core tools which LGF uses to implement and comply with best practice, create a sustainable and responsible remuneration strategy, and to eliminate and mitigate against behaviours which could lead to failure to act in the client’s best interest. 

For further information on the policy, please contact us.

Article 10 – Transparency on products which promote environmental or social characteristics or have sustainable investment as their objective

The following funds have been classified as Article 9 products under the SFDR, having sustainable investment as their investment objective:

  • Liontrust GF Sustainable Future European Corporate Bond Fund
  • Liontrust GF Sustainable Future Pan European Growth Fund
  • Liontrust GF Sustainable Future Global Growth Fund
  • Liontrust GF Sustainable Future Multi-Asset Fund

The following funds have been classified as Article 8 products under the SFDR, which promote environmental or social characteristics:

  • Liontrust GF Absolute Return Bond Fund
  • Liontrust GF High Yield Bond Fund
  • Liontrust GF Strategic Bond Fund

Information on the methodologies used to assess, measure and monitor the environmental or social characteristics or the impact of the sustainable investments selected for the funds, including data sources, screening criteria for the underlying assets and the relevant sustainability indicators used to measure the environmental or social characteristics or the overall sustainable impact of the funds can be found on their respective fund pages.

For further information on the sustainable investment objective of the funds noted above and how the objective is attained, please see the relevant fund supplement in the LGF prospectus, found here.

Liontrust Investment Partners LLP also acts as delegated Investment Manager on Article 9 products which are operated by ABN Amro.