Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation

Name
Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation
Manager
Liontrust Fund Partners LLP
Type
Open Ended Investment Company
ISIN
GB0030028764
Sector
UK All Companies
Launched
19/02/2001
OCF
0.91 %
Risk Rating
3
3 Year Sharpe
1.27
3 Year Alpha
6.49
Yield
1.4 %
Benchmark
MSCI United Kingdom NR LCL
The Fund aims for long term capital appreciation. Investment principally in UK equities based on price and prospects of above average earnings growth. Limited investment in UK bond markets may be made from time to time. All investments will be expected to conform to our social and environmental criteria. The Fund 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.
Holding %
Kingspan Group PLC 5.07 %
GlaxoSmithKline PLC 4.39 %
Prudential PLC 4.29 %
Smurfit Kappa Group PLC 3.79 %
Abcam PLC 3.58 %
3i Ord 3.47 %
Compass Group PLC 3.29 %
Cineworld Group PLC 3.06 %
Intertek Group PLC 3.06 %
London Stock Exchange Group PLC 2.82 %
Region %
United Kingdom 92.94 %
Sector %
Financial Services 25.30 %
Consumer Cyclical 23.21 %
Healthcare 14.77 %
Industrials 11.85 %
Technology 8.79 %
Basic materials 8.61 %
Consumer Defensive 7.46 %
Name
Liontrust Fund Partners LLP
Address
NULL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Brown
Joined 02/01/2013

Neil Brown joined Liontrust in 2017 after spending five years at Alliance Trust Investments as investment manager on the European funds, before being promoted to lead fund manager on them at Aviva Investors in 2011. Prior to Aviva, he was at Threadneedle Asset Management where he combined the roles of Pan European Equity Analyst and Head of Governance and Responsible Investment. Neil is lead fund manager on the SF European Growth OEIC and SF Pan European SICAV. He is co-fund manager on the SF UK Growth and UK Ethical funds. A frequent guest host on CNBC Squawk box, Neil is also the immediate past Chair of the Investment Integration Working Group, a member of the Listed Equity Advisory Committee and a member of the Sustainable Development Goals in Active Ownership Management Working Group of the UN Principles for Responsible Investment. Neil has an MSc in Development Economics from the School of Oriental & African Studies and a BA (Hons) in Economics from the University of Manchester.

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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