Liontrust Sustainable Future Global Growth Fund Class 2 Net Accumulation
|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 %|
|United States||61.64 %|
|United Kingdom||8.55 %|
|Europe - ex Euro||8.41 %|
|Financial Services||23.33 %|
|Basic materials||8.55 %|
|Consumer Cyclical||5.92 %|
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 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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