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Sustainable Future Funds’ Performance Review and Outlook

Sustainable Future Funds update

The Sustainable Investment team discuss the drivers of performance over the past six months, whether the funds have achieved their aim of generating returns by investing in sustainable companies, changes they have made to the portfolios and the outlook for the rest of 2024.

Meet the tea
SF Global Growth Fund Simon Clements and Chris Foster

SF Global Equity strategy

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Simon Clements and Peter Michaelis

SF Managed strategies

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SF UK Equity strategies

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Peter Michaelis and Martyn Jones

SF European Equity strategy

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Kenny Watson and Jack Willis

SF Fixed Income strategies

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Peter Michaelis

Conclusion & outlook

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Sustainable Investment team

The team has been managing the Sustainable Future funds for more than 22 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. 

Meet the tea

More from the team

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Lionesses Kenny Watson, Aiken Ross & Jack Willis
Looking forward with optimism after a strong 2023 The Sustainable Investment Fixed Income team saw strong performances in 2023 despite an eventful year. So what lies ahead? They explain why they believe there are reasons to be bullish about investor’ returns in 2024.
icon 31 January 2024
Green city
Peter Michaelis Peter Michaelis
A sustainable and prosperous 2024 2023 saw bleak headlines of war and climate change but there are reasons for optimism says Peter Michaelis, head of the Sustainable Investment team. He points to lower air pollution, reduced coal usage and the healing of the ozone layer.
icon 31 January 2024
Flower
Fund manager views
UK SDR and investment labels Mike Appleby of the Sustainable Investment team discusses what the FCA regulation on Sustainability Disclosure Requirements (SDR) means for investors and for our Sustainable fund range.
icon 23 January 2024
Water on a leaf
Sarah Nottle Sarah Nottle
The future for organ transportation Enabling innovation in healthcare has never been as important as US company Transmedics is demonstrating
icon 16 January 2024
Medical
Simon Clements Simon Clements
Postcard from the US: a look over the water
icon 4 December 2023
Water road
Peter Michaelis Peter Michaelis
The future for sustainable investment Peter Michaelis discusses the prospects for the sustainable themes and stocks we invest in
icon 9 November 2023
Insights 13