Investing in a changing world | Liontrust Sustainable Investment team | Liontrust Asset Management PLC

Investing in a changing world

Liontrust Sustainable Investment Team

Sustainable investment is not only for investors who want their investments to “do good”; there is a compelling investment case for all investors taking this approach. Long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver returns for investors as well. Remember, your investments may fall as well as rise and you may not get back the amount you originally invested.

The Liontrust Sustainable Investment team, who have worked together for more than 18 years, use a thematic approach to identify the key structural growth trends that will shape the global economy of the future. They aim to invest in well run companies whose products and operations capitalise on these transformative changes.

Among the team’s key differentiators is the fact that all the sustainable elements are integrated within a single team. Every team member is responsible for all aspects of financial and ESG relating to an investment decision. This means the team engages with companies across a broad range of issues relating to stages in our process, including screening criteria, sustainable investment themes and company specific ESG issues.

Our 2018 Engagement Report highlights the Sustainable Investment team’s activities in this area over the year and outlines ongoing priorities for 2019. For more information click below:

SF Engagement Review

Recent insights from the team

Credit remains attractive despite bumpy Brexit ride
Stuart Steven
Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more
Will a cashless society pay off?
Chris Foster
Debate continues to rage about the diminishing role of cash in society and whether this risks leaving swathes of the population behind. Chris Foster says the shift to digital payment brings net positives overall, highlighting the potential reduction in tax evasion and exposing the shadow economy. Read more
Getting on the right side of the energy transition
Mike Appleby
Mike Appleby explores the increasing tailwinds behind renewable energy, and what this means for sustainable investment. Read more
Seven stocks to invest in for a cleaner, safer and more efficient economy
Sustainable Investment Team
Liontrust’s Sustainable Investment team highlights seven stocks to invest in for a cleaner, safer and more efficient planet. Read more

Liontrust Sustainable Future Funds: Annual Review 2018

A focus on themes

The investment opportunity in Fossil Fuel Free
Investing in sustainable themes

A guide to the Liontrust Sustainable Investment team’s investment themes.


Liontrust Sustainable Plastics Image
Sustainable plastics

Investing in the battle against plastic waste.

Read more

Sustainable Energy
Winds of change

Investing in the energy transition.

Read more

The Good With Money: Smug Money Podcast, in association with Liontrust

Are you concerned about plastic pollution? Worried about waste? Liontrust’s Sustainable Investment Team discusses understanding future trends and investing in companies that make the world safer, healthier and more resilient in the Good With Money Smug Money podcast. 
Sustainable Investment
Episode 1

Head of Sustainable Investment Peter Michaelis and Investment Manager Harriet Parker explain how they seek out companies challenging incumbents, for example in the energy sector, where rapid change has seen solar and wind power come to the forefront.

Listen here

US China Trade War
Episode 2

Simon Clements, co-manager on the Liontrust Sustainable Investment Team, looks at the Trump administration, Brexit, and other big picture trends which are capturing investors’ attention at the start of 2019. 

Listen here

Medical Cannabis
Episode 3

Investment Manager Laurie Don highlights healthcare opportunities, and which companies are striving to make the world a healthier place.

Listen here

Private investors

Liontrust sustainable investing - Private investors

Find out how to invest in Liontrust's range of sustainable funds.

How to invest

Professional advisers

Liontrust sustainable investing - Professional advisers

There are a number of ways advisers can invest in Liontrust's sustainable funds on behalf of clients.

How to invest

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.


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. 
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