Liontrust Sustainable Investment funds
All 10 of the UK-domiciled funds managed by the Liontrust Sustainable Investment team have adopted the Sustainability Focus label under the Sustainability Disclosure Requirements (SDR) from 1 April 2025. SDR was introduced by the Financial Conduct Authority (FCA) to improve trust and transparency for sustainable investment products and to help investors find products that have a specific sustainability goal.
The Sustainability Focus label is intended for a fund that “invests mainly in assets that focus on sustainability for people or the planet”. The following 10 funds have a sustainability objective that is consistent with this label’s definition:
- Liontrust Sustainable Future Monthly Income Bond Fund
- Liontrust Sustainable Future Cautious Managed Fund
- Liontrust Sustainable Future Corporate Bond Fund
- Liontrust Sustainable Future Defensive Managed Fund
- Liontrust Sustainable Future European Growth Fund
- Liontrust Sustainable Future Global Growth Fund
- Liontrust Sustainable Future Managed Fund
- Liontrust Sustainable Future Managed Growth Fund
- Liontrust Sustainable Future UK Growth Fund
- Liontrust UK Ethical Fund
These funds also meet an additional key requirement of the labelling regime by investing at least 70% of their total assets in sustainable investments. This does not mean that only 70% of the funds’ investments will be classified as sustainable; it means that no more than 30% of the funds’ assets can hold investments that do not have sustainability characteristics but may be used for diversification or liquidity purposes.
Prospectus and KIIDs
While there is no change to the investment process applied to the 10 funds or how they are managed, we have introduced a fuller description of the investment objective, policy and strategy for each fund in the prospectus and KIID to comply with SDR, which you can access through the table below.
Consumer Facing Disclosure
We have produced a Consumer Facing Disclosure (CFD) document for each of the 10 funds. These documents summarise each of the funds’ sustainability goals, approaches and sustainability metrics. You can also access these documents in the table below.
| Fund name | Label | Consumer Facing Disclosure | Periodic report | Prospectus disclosure | KIID |
| Liontrust Sustainable Future Monthly Income Bond Fund | SDR Sustainability Focus |  |
Available in 2026 | |
|
| Liontrust Sustainable Future Cautious Managed Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future Corporate Bond Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future Defensive Managed Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future European Growth Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future Global Growth Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future Managed Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future Managed Growth Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust Sustainable Future UK Growth Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
| Liontrust UK Ethical Fund | SDR Sustainability Focus | |
Available in 2026 | |
|
Liontrust Strategic Bond Fund
This Fund does not have a UK sustainable investment label. This is because it integrates Environmental, Social and Governance (ESG) considerations into the investment process, but it does not have a specific sustainability objective. The Client Facing Disclosure document, Prospectus and KIID are available in the table below.
| Fund name | Label | Consumer Facing Disclosure | Periodic report | Prospectus disclosure | KIID |
|
Liontrust Strategic Bond Fund |
No label | |
Available in 2025 | |
|
What is SDR?
Investment funds in the UK can use SDR labels if they have a specific and measurable sustainability (environmental or social) goal, amongst other requirements. The four SDR labels are:
- Sustainability Focus: funds that invest in assets that focus on sustainability for the people or planet.
- Sustainability Impact: funds that invest in solutions to sustainability problems with an aim to achieve a positive impact for people or the planet.
- Sustainability Improver: funds that invest in assets that may not be sustainable now, but have a goal to become sustainable.
- Sustainability Mixed Goals: funds that invest in assets that either focus on sustainability, aim to improve their sustainability over time, or aim to achieve a positive impact for people or the planet (i.e., a mix of the previous three labels).
Labelled funds must produce easily accessible and simple information covering their sustainability goals and the process they use to achieve these. In addition, labelled funds must produce annual updates on progress made towards the funds’ goals.
Funds not carrying a label but which make sustainability claims also must provide clear information on how they are invested and why they do not have a label.
Our regulator, the Financial Conduct Authority (FCA) has an overarching anti-greenwashing rule requiring that all sustainability claims made by firms must be fair, clear, and not misleading. You can find more information on SDR here.
