Liontrust Sustainable Future Managed Fund Class 2 Net Income

Name
Liontrust Sustainable Future Managed Fund Class 2 Net Income
Manager
Liontrust Fund Partners LLP
Type
Open Ended Investment Company
ISIN
GB0030030398
Sector
Mixed Investment 40-85% Shares
Launched
19/02/2001
OCF
0.92 %
Risk Rating
4
3 Year Sharpe
1.25
3 Year Alpha
4.41
Yield
1.1 %
Benchmark
IA Mixed Investment 40-85%
The Fund aims for long term capital appreciation and income. It 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, between 45% and 85% of the Net Asset Value of the Fund will be invested in global equities with up to 55% of the Net Asset Value of the Fund being invested in bonds and cash.
Holding %
Liontrust Sust Fut Corp Bd 3 Grs Inc 3.56 %
United Kingdom of Great Britain and Northern Ireland 8% 2.55 %
Liontrust GF Sust Fut Eurp Corp BdA8Acc€ 2.38 %
IQVIA Holdings Inc 2.30 %
Ecolab Inc 2.10 %
Alphabet Inc A 2.07 %
Visa Inc Class A 1.87 %
GlaxoSmithKline PLC 1.75 %
Autodesk Inc 1.65 %
American Tower Corp 1.65 %
Region %
United States 48.42 %
United Kingdom 27.15 %
Eurozone 8.89 %
Europe - ex Euro 5.99 %
Japan 5.42 %
Sector %
Technology 23.44 %
Financial Services 23.41 %
Healthcare 18.47 %
Consumer Cyclical 9.73 %
Basic materials 8.01 %
Industrials 7.85 %
Name
Liontrust Fund Partners LLP
Address
NULL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Simon Clements
Joined 02/01/2013

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 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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.