Liontrust GF Sustainable Future Multi-Asset Global Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Sustainable Future

GF Sustainable Future Multi-Asset Global Fund

Peter Michaelis & Simon Clements

The Fund

The Irish-domiciled Fund, managed by Peter Michaelis and Simon Clements, aims to deliver income and capital growth over the long term (5 years or more) using the Sustainable Future process and investing in a combination of global equities, bonds and cash. The investment process uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future and the fund managers then seek to invest in well run companies whose products and operations capitalise on these transformative changes. This is an Article 9 fund under SFDR.

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The Sustainable Investment team (Equities)

The Sustainable Investment team - Equities

Peter Michaelis (left) and Simon Clements (right) are 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.

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The Sustainable Future Process (Equities)

The process is based on the belief that in a fast-changing world, the companies that will survive and thrive are those which improve people’s quality of life, be it through medical, technological or educational advances; drive improvements in the efficiency with which we use increasingly scarce resources; and help to build a more stable, resilient and prosperous economy. The process seeks to generate strong returns while benefiting society through identifying long-term transformative developments and investing in companies exposed to these powerful trends that have a positive impact and can make for attractive and sustainable investments.

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Mike Appleby

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Latest fund updates

The Sustainable Investment team

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

Ratings

Citywire rated AAA
Peter Michaelis
Citywire Manager rating: AAA

Citywire rated AAA
Simon Clements
Citywire Manager rating: AAA

Key Risks

Past performance is not a guide to future performance. The value of an investment and the income generated from it can fall as well as rise and is not guaranteed. You may get back less than you originally invested. The issue of units/shares in Liontrust Funds may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Investments should always be considered as long term.


Investment in Funds managed by the Sustainable Future Fixed Income team involves foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The value of fixed income securities will fall if the issuer is unable to repay its debt or has its credit rating reduced. Generally, the higher the perceived credit risk of the issuer, the higher the rate of interest. For the GF SF European Corporate Bond Fund the Distribution Yield and the Underlying Yield is the same. 

 

Disclaimer

This information 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. Examples of stocks are provided for general information only to demonstrate our investment philosophy.  It contains information and analysis that is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content of this document, no representation or warranty, express or implied, is made by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified. It should not be copied, forwarded, reproduced, divulged or otherwise distributed in any form whether by way of fax, email, oral or otherwise, in whole or in part without the express and prior written consent of Liontrust. Always research your own investments and if you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances. 


Source: Financial Express. Total return. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. Index returns are in local currency and the average returns of the sector are in sterling. 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.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date10/13/2021
  • IA sectorMixed Asset - Flexible
  • Fund size€31,002,408.60
  • Number of holdings-1

Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.

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