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Liontrust Sustainable Future - Meet our Sustainable Team

Meet our Sustainable Team

Meet our Sustainable Team

The Liontrust Sustainable Investment team have worked together for more than 18 years and managed equity, fixed income and managed funds. Peter Michaelis heads the 13-strong team.

As well as pointing to a track record of managing Sustainable funds for more than 18 years, among our key differentiators is the fact that all of the sustainable elements are integrated within a single team. We do not have separate fund management and ESG divisions, for example. Instead, every team member is responsible for all aspects of financial and ESG relating to an investment decision.

Because of this approach, our team engages with companies across a broad range of issues relating to stages in our investment process, including screening criteria, sustainable investment themes and company specific ESG issues.

We also have a five-strong external Advisory Committee to provide another layer of expertise in key areas of social and environmental impact. 

The team:

Liontrust Sustainable Investment Team

External Advisory Committee

Jonathan Porritt

Jonathon Porritt is Founder Director of Forum for the Future, the UK’s leading sustainable development charity. His book, “The World We Made”, seeks to inspire people about the prospects of a sustainable world in 2050. He is also Chancellor of Keele University and President of The Conservation Volunteers and former Chair of the UK Sustainable Development Commission.

 

Sophia Tickell

Sophia Tickell is Co-founder and Director of Meteos, a non-profit company, which runs senior dialogues, focused on finance, health and the environment. She is the author of “Banking on Trust”, “Vital Connections: Science, Society and Sustaining Health”, the EnergyFutures report, and the PharmaFutures (www.pharmafutures.org) series. Sophia was previously Chair of the Board at SustainAbility Ltd and led Oxfam’s policy work on the private sector.

Tony Greenham

Tony Greenham is Director of Economy, Enterprise and Manufacturing at the RSA (Royal Society of Arts, Manufactures and Commerce), where he leads a programme of policy research into the future of work, social impacts of technology, green industrial strategy and economic democracy. He is a former corporate stockbroker and has written extensively on financial sector reform including the undergraduate economics textbook ‘Where Does Money Come From?’

Valborg Lie

Valborg Lie is founding director of Borg Consulting, which advises investors on the development and implementation of Responsible Investment (RI) policies and practices, including stewardship activities and ESG integration. She previously worked at principal level of the Norwegian Sovereign Wealth Fund (SWF) as head of RI. During autumn 2017, she coordinated a landmark research project commissioned by the Norwegian Ministry of Finance, assessing global best practices in RI.

Funds

Tim Jackson

Tim Jackson is Professor of Sustainable Development at the University of Surrey and Director of the Centre for the Understanding of Sustainable Prosperity (CUSP). From 2004 to 2011, he was Economics Commissioner on the UK Sustainable Development Commission, where his work culminated in the publication of the controversial bestseller “Prosperity without Growth” – economics for a finite planet.

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.
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