Liontrust Sustainable Future Global Growth Fund Class 2 Net Accumulation

Name
Liontrust Sustainable Future Global Growth Fund Class 2 Net Accumulation
Manager
Liontrust Fund Partners LLP
Type
Open Ended Investment Company
ISIN
GB0030030067
Sector
Global
Launched
19/02/2001
OCF
0.93 %
Risk Rating
3
3 Year Sharpe
1.29
3 Year Alpha
1.36
Yield
0.3 %
Benchmark
MSCI World NR USD
The Fund aims for long term capital appreciation. It may 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, at least 90% of the Net Asset Value of the Fund will be invested in global equities with up to 10% of the Net Asset Value of the Fund being invested in bonds and cash. All investments will be expected to conform to our social and environmental criteria.
Holding %
Alphabet Inc A 3.63 %
Ecolab Inc 3.28 %
Visa Inc Class A 3.26 %
IQVIA Holdings Inc 3.24 %
Autodesk Inc 3.03 %
Adobe Inc 2.78 %
Palo Alto Networks Inc 2.75 %
Thermo Fisher Scientific Inc 2.57 %
Salesforce.com Inc 2.55 %
PayPal Holdings Inc 2.49 %
Region %
United States 61.64 %
United Kingdom 8.55 %
Europe - ex Euro 8.41 %
Japan 7.99 %
Eurozone 7.88 %
Sector %
Technology 28.08 %
Financial Services 23.33 %
Healthcare 17.64 %
Basic materials 8.55 %
Industrials 7.92 %
Consumer Cyclical 5.92 %
Name
Liontrust Fund Partners LLP
Address
NULL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Simon Clements
Joined 11/30/2010

Simon Clements transferred to Liontrust in 2017 having spent five years at Alliance Trust Investment. Prior to this, 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 in 2000 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.

Peter Michaelis
Joined 02/19/2001

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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