Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income

Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income
Liontrust Fund Partners LLP
Open Ended Investment Company
Mixed Investment 40-85% Shares
0.91 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.9 %
IA Mixed Investment 40-85% Shares
The Fund aims for long-term capital appreciation and income. The Fund may also invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money-market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. Typically, 60% of the Net Asset Value of the Fund will be invested in global equities and 40% in bonds and cash.
Holding %
United Kingdom of Great Britain and Northern Ireland 4.91 %
Liontrust Sust Fut Corp Bd 3 Grs Inc 2.98 %
Abcam PLC 1.48 %
Kingspan Group PLC 1.46 %
Croda International PLC 1.35 %
Trainline PLC 1.30 %
London Stock Exchange Group PLC 1.13 %
Ecolab Inc 1.13 %
Prudential PLC 1.12 %
Smurfit Kappa Group PLC 1.10 %
Region %
United Kingdom 43.72 %
United States 37.84 %
Eurozone 8.43 %
Japan 5.29 %
Sector %
Financial Services 21.90 %
Technology 17.79 %
Healthcare 16.26 %
Industrials 14.30 %
Consumer Cyclical 12.44 %
Liontrust Fund Partners LLP
NULL, London, United Kingdom
Legal Structure
Open Ended Investment Company


Simon Clements
Joined 07/23/2014

Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.

Peter Michaelis
Joined 07/23/2014

Peter Michaelis transferred to Liontrust in April 2017. Beforehand he was Head of Investment at Alliance Trust Investments. In 2001, he joined Aviva Investors, where he was promoted to Head of Sustainable and Responsible Investment in 2005. Peter has been lead fund manager on both the Sustainable Future (SF) Managed and SF UK Growth funds since April 2005, and the UK Ethical fund since May 2001. He is co-fund manager on SF Pan European, SF European Growth, SF Global and SF Absolute Growth funds. Peter is also responsible for managing the relationship with the Advisory Committee. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics.

Data provided by Morningstar.

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