The Sustainable Investment team | Who we are | Liontrust Asset Management PLC
Liontrust - Sustainable Future

The Sustainable Investment team

Peter Michaelis, Simon Clements, Stuart Steven, Kenny Watson, Aitken Ross


Peter Michaelis (left) and Simon Clements (right) are the lead managers of the Liontrust Sustainable Future Equities Process. The team transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and were previously running the Sustainable Future Fund range at Aviva Investors. Peter was previously Head of SRI at Aviva Investors and has been running the funds since their launch in 2001. Simon was previously Head of Global Equities at Aviva Investors. 

The Sustainable Investment team - Equities

Fixed Income

Stuart Steven (centre), Kenny Watson (left) and Aitken Ross (right) manage the Liontrust Sustainable Future Fixed Income Process. They transferred to Liontrust from ATI in April 2017. Stuart was previously Investment Director at Scottish Widows Investment Partnership. Kenny was formerly at Ignis Asset Management where he was responsible for the sub investment grade bond portfolios. Aitken started his career in the graduate scheme at ATI.

The Sustainable Investment team - Fixed Income

Active stewardship: building trust through integrity

Harriet Parker

Harriet Parker explains why engagement is... Read more

Latest fund updates

The Sustainable Investment team

Read the latest fund updates from the Sustainable Investment team. Read more

Liontrust Sustainable Investment Annual Review 2019

Awards and ratings

SF Cautious Managed Fund Fund Manager of the Year Awards 2020
IW FM of the Year Awards 2020
Managed Balanced
Liontrust SF Cautious Managed Fund
SF Managed Fund Fund Manager of the Year Awards 2020
IW FM of the Year Awards 2020
Managed Growth
Liontrust SF Managed Fund
Winner £ Corporate Bond
IW FM of the Year Awards 2018
£ Corporate Bond
Liontrust Monthly Income Bond Fund
Citywire - Fund Manager rated AA
Peter Michaelis
Citywire Manager rating: AA
Citywire rated AAA
Simon Clements
Citywire Manager rating: AAA
Defaqto ESG Reviewed
Liontrust SF Managed Fund
Defaqto ESG Reviewed

Portfolio Adviser Fund Awards 2020 Best ESG Fund 70x70
Portfolio Adviser Fund Awards 2020
Best ESG Fund
Liontrust Sustainable Future Global Growth Fund
FT Adviser 100 Club Awards 2019
FT Adviser 100 Club Awards 2020
Mixed Asset Fund of the Year
Liontrust Sustainable Future Managed Growth Fund
FT Adviser 100 Club Awards 2019
FT Adviser 100 Club Awards 2019
Mixed Asset Fund of the Year
Liontrust Sustainable Future Managed Growth Fund
Best Active Ethical/Sustainable Fund at the AJ Bell Fund and Investment Trust Awards 2019
AJ Bell Fund and IT Awards 2019
Best Active Ethical/Sustainable Fund
Liontrust Sustainable Future Global Growth Fund
RSMR Rated Fund Range
Liontrust Managed Funds
RSMR Rated Fund Range
RSM SRI rated fund
Liontrust Sustainable Investment
RSM Responsible Rated

Liontrust SF Managed Growth, SF Cautious Managed,
SF Corporate Bond, SF Defensive Managed,
SF European Growth, SF Global Growth,
SF Managed & SF UK Growth Funds



Liontrust announces classification of GF Sustainable Future funds under the Sustainable Finance Disclosure Regulation (SFDR)

The three Ireland-domiciled funds managed by the Liontrust Sustainable Investment team are being classified as ‘Article 9’ under the new Sustainable Finance Disclosure Regulation (SFDR). 

Read announcement

Liontrust Sustainable Investment Advisory Committee
Advisory Committee

We have a five-strong external Advisory Committee to provide another layer of expertise in key areas of social and environmental impact: Jonathon Porritt, Sophia Tickell, Tony Greenham, Tim Jackson and Valborg Lie.

Read more

Liontrust Sustainable Investment - Investing in a Changing World


UK domiciled  

Sustainable Future Cautious Managed Fund

Sustainable Future Corporate Bond Fund

Sustainable Future Defensive Managed Fund

Sustainable Future European Growth Fund

Sustainable Future Global Growth Fund

Sustainable Future Managed Growth Fund

Non-UK domiciled  

GF Sustainable Future European Corporate Bond Fund

GF Sustainable Future Global Growth Fund

GF Sustainable Future Pan-European Growth Fund

Key Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. The majority of the Liontrust Sustainable Future Funds have holdings which are denominated in currencies other than Sterling and may be affected by movements in exchange rates. Some of these funds invest in emerging markets which may involve a higher element of risk due to less well regulated markets and political and economic instability. Consequently the value of an investment may rise or fall in line with the exchange rates. Liontrust UK Ethical Fund, Liontrust SF European Growth Fund and Liontrust SF UK Growth Fund invest geographically in a narrow range and has a concentrated portfolio of securities, there is an increased risk of volatility which may result in frequent rises and falls in the Fund’s share price. Liontrust SF Managed Fund, Liontrust SF Corporate Bond Fund, Liontrust SF Cautious Managed Fund, Liontrust SF Defensive Managed Fund and Liontrust Monthly Income Bond Fund invest in bonds and other fixed-interest securities - fluctuations in interest rates are likely to affect the value of these financial instruments. If long-term interest rates rise, the value of your shares is likely to fall. If you need to access your money quickly it is possible that, in difficult market conditions, it could be hard to sell holdings in corporate bond funds. This is because there is low trading activity in the markets for many of the bonds held by these funds. Mentioned above five funds can also invest in derivatives. Derivatives are used to protect against currencies, credit and interests rates move or for investment purposes. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions.


The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.


Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use. © 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

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