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Liontrust Sustainable Future - SF Managed Funds

SF Managed Funds

SF Managed Funds

Liontrust offers five Sustainable Future (SF) managed funds. These funds have a range of exposures to a blend of equities, bonds and cash which are determined by the level of risk each fund takes as measured by volatility. The funds are all risk profiled by Distribution Technology’s Dynamic Planner.

SF Defensive Managed is targeting the lowest level of volatility and therefore risk with exposure of between 20% and 60% to equities, while the rest of the portfolio is invested in bonds and cash. SF Global Growth targets the highest level of risk with up to 100% of the portfolio invested in equities.

The table shows the risk profile for each fund, the proportion of each

portfolio that can be invested in equities and the funds’ ratings from

Morningstar and Rayner Spencer Mills.

The objectives of the funds are;

SF Global Growth Invests in the shares of a broad range of companies from around the world based on the managers’ views of long-term return prospects and exposure to the team’s growth themes.

SF Absolute Growth Invests the same as the SF Global Growth but this fund also looks to protect capital through periods of market weakness by holding a certain proportion of assets in cash.

SF Managed, SF Defensive Managed and SF Cautious ManagedThese are balanced, mixed asset portfolios incorporating the best equity ideas from the SF Global Growth and SF UK Growth funds, with varying proportions of each fund allocated to corporate bonds, gilts and cash.

Liontrust Sustainable Future - SF Managed Funds

 

More information...

For details on each of the SF Managed Funds, how they are differentiated, their performance, their asset allocation, the Sustainable Investment team and the investment process, please read this booklet:

Funds

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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