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Liontrust GF Sustainable Future (SF) US Growth Fund

The Liontrust GF Sustainable Future US Growth Fund was launched in July 2023 in response to client demand. The Fund, which is Article 9 under SFDR, seeks to provide access to some of the world’s most innovative companies and to enable investors to take advantage of the opportunities for sustainable investing in the US market. 

The Irish-domiciled Fund is managed by Chris Foster, Simon Clements and Peter Michaelis and they are supported by the rest of the Sustainable Investment team. The Liontrust Sustainable Investment team has more than two decades of experience of investing in US stocks through its SF Global Growth strategy.

The Fund holds between 35 to 55 companies with a bias towards mid cap stocks.

An overview of the Fund

Investment process

Distinct, rigorous and repeatable process The process seeks to generate strong returns from investing in companies aiming to deliver profits through positive social and environmental impacts. The managers look at the world through the prism of three mega trends – Better resource efficiency (cleaner), Improved health (healthier) and Greater safety and resilience (safer) – and then 20 themes within these. 
Selecting stocks The managers identify well-run companies whose products and operations benefit from these transformative changes and which are helping to make the world cleaner, healthier and safer. Further analysis hones this list down to those companies that exhibit superior sustainability management, will deliver persistently high returns on equity and are attractively valued on a five-year view. 
Integrating ESG (environmental, social and governance) Each manager is an analyst and is responsible for conducting research on a given sustainability theme and the sustainability analysis of potential investments. As each manager is also responsible for the business fundamentals and valuation analysis, we believe it derives an information advantage that would be lost if these roles were separate. 
Time arbitrage By having a longer time horizon than most, the managers can patiently invest in businesses they believe have years of growth ahead, and take advantage of dislocations in the market when these businesses are trading considerably below what the managers believe they are worth. 
Engagement This is an integral part of how the managers invest. Engaging on key ESG issues gives the managers greater insight, helps to identify leading companies and is used as a lever to encourage better business practices. 

"The US is home to some of the world’s most innovative companies. Sustainability considerably lags Europe and the UK and the opportunity for growth over the long term is very strong."

Meet the team

Chris Foster, Simon Clements and Peter Michaelis joined Liontrust in April 2017 as part of the acquisition of Alliance Trust Investments (ATI). Chris joined ATI through the management training programme after graduating with a First Class Honours degree in Economics and Mathematics from the University of Edinburgh. Chris is a CFA Charterholder. Prior to managing funds and ATI for five years, Simon spent 12 years at Aviva Investors where latterly he was Head of Global Equities. Peter has been managing money in Sustainable and Responsible Investment for over 20 years when he was promoted to lead Portfolio Manager at Aviva Investors, before being made Head of Sustainable and Responsible Investment. 

Meet the tea

Contact us

Vanessa Lawley
Vanessa Lawley

Head of UK Client Service