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Liontrust - Sustainable Future

Sustainable Future European Growth Fund

Peter Michaelis & Martyn Jones

The Fund

The Fund aims to deliver capital growth over the long term (5 years or more) using the Sustainable Future investment process. This 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. The Fund invests in companies incorporated, domiciled or which conduct significant business in the in the EEA (European Economic Area) and Switzerland, and can invest up to 5% in UK-listed stocks.

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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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Ratings

Citywire - Fund Manager rated AA
Peter Michaelis
Citywire Manager rating: AA
Morningstar rated 4 star
Liontrust SF European Growth Fund
Morningstar Rating: 4
Morningstar Sustainability rated 5
Liontrust SF European Growth Fund
Morningstar Sustainability Rating: 5

Latest fund updates

The Sustainable Investment team

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

FE Approved Fund
Liontrust SF European Growth Fund
FE Investments Approved List
RSM SRI rated fund
Liontrust SF European Growth Fund
RSM SRI Rated
3D Investing 4 star
Liontrust SF European Growth Fund
3D Investing: 4 star

Performance*

Discrete performance

30-06-2019 -
30-06-2020
30-06-2018 -
30-06-2019
30-06-2017 -
30-06-2018
30-06-2016 -
30-06-2017
30-06-2015 -
30-06-2016
Liontrust Sustainable Future European Growth 13.98% 2.59% 2.52% 30.90% 4.43%
IA Europe Excluding UK 0.89% 3.28% 3.11% 29.15% 4.46%
MSCI Europe ex UK -2.37% 5.24% 2.74% 21.57% -9.63%
Liontrust Sustainable Future European Growth
IA Europe Excluding UK
MSCI Europe ex UK
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future European Growth 3.39% 13.48% 17.20% 57.81% 151.50% 257.07%
IA Europe Excluding UK -3.69% 1.59% 4.22% 40.76% 118.09% 174.33%
MSCI Europe ex UK -11.24% 2.89% 4.57% 9.85% 82.58% 68.77%
To previous working day
Liontrust Sustainable Future European Growth
IA Europe Excluding UK
MSCI Europe ex UK

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.


Disclaimer

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.

 

Source: Financial Express. Total return. 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.

 

© 2020 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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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 date2/19/2001
  • IA sectorIA Europe Excluding UK
  • Fund size£284,174,254.83
  • Number of holdings41
  • Active Share82.31%

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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