Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation

Name
Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation
Manager
Liontrust Investments Limited
Type
Open Ended Investment Company
ISIN
GB0030028764
Sector
UK All Companies
Launched
19/02/2001
OCF
0.85 %
Risk Rating
3
3 Year Sharpe
1.10
3 Year Alpha
3.92
Yield
1.2 %
Benchmark
MSCI United Kingdom NR LCL
The Fund aims for long term capital growth and will invest in the shares of a broad range of UK companies based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our rules for environmental and social responsibility.
Holding %
GlaxoSmithKline PLC 5.54 %
Kingspan Group PLC 4.66 %
Prudential PLC 4.62 %
Abcam PLC 4.17 %
Compass Group PLC 4.04 %
RELX PLC 3.59 %
Legal & General Group PLC 3.48 %
Worldpay Inc Class A 3.37 %
Informa PLC 3.01 %
Softcat PLC 2.86 %
Region %
United Kingdom 94.85 %
Sector %
Financial Services 22.00 %
Consumer Cyclical 21.01 %
Healthcare 16.04 %
Technology 13.45 %
Industrials 12.17 %
Consumer Defensive 7.67 %
Basic materials 7.66 %
Name
Liontrust Investments Limited
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Brown
Joined 02/01/2013

Before joining Liontrust in April 2017, Neil spent five years at Alliance Trust Investments as SRI Investment Manager. Neil’s investment career started at Pensions & Investments Research Consultants where he was a senior researcher. In 2004, he moved to Threadneedle Asset Management where, as well as having the role of Pan European Equity Analyst, he was also Head of Governance and Responsible Investment. Neil then moved Aviva Investors in 2008 where, most recently, he was an SRI Fund Manager. Neil has an MSc in Development Economics from the School of African & Oriental Studies and a BA (Hons) in Economics from the University of Manchester. He holds the CFA Society of the UK Investment Management Certificate. Neil is also the immediate past Chair of the UN Principles for Responsible Investment Integration Working Group.

Neil Brown
Joined 02/01/2013

Before joining Liontrust in April 2017, Neil spent five years at Alliance Trust Investments as SRI Investment Manager. Neil’s investment career started at Pensions & Investments Research Consultants where he was a senior researcher. In 2004, he moved to Threadneedle Asset Management where, as well as having the role of Pan European Equity Analyst, he was also Head of Governance and Responsible Investment. Neil then moved Aviva Investors in 2008 where, most recently, he was an SRI Fund Manager. Neil has an MSc in Development Economics from the School of African & Oriental Studies and a BA (Hons) in Economics from the University of Manchester. He holds the CFA Society of the UK Investment Management Certificate. Neil is also the immediate past Chair of the UN Principles for Responsible Investment Integration Working Group.

Data provided by Morningstar.

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