Liontrust Sustainable Investment | Liontrust Asset Management PLC

20 Years of Investing for a Positive Future

The Liontrust Sustainable Investment team have been managing their Sustainable Future (SF) funds for 20 years. Since the funds’ launch in 2001, Peter Michaelis and the team have been seeking companies to help create a cleaner, safer and healthier society for the future and generate attractive returns for investors.

The 17-strong team’s distinct investment process combines negative and positive screening and identifying the key structural growth trends that will shape the sustainable global economy of the future. The team looks at the world through the prism of three mega trends – Better resource efficiency (cleaner), Improved health (healthier) and Greater safety and resilience (safer) – and then 21 themes within these. The team invests in well run companies whose products and operations capitalise on these transformative changes.

All the sustainable elements in managing the SF funds are integrated within a single team: there are not separate fund management and ESG divisions.

1.5 Degree Transition Challenge - engagement update

Liontrust's Sustainable Investment team launched its 1.5° Transition Challenge last year, a commitment to engage with companies held across the SF funds and urge them to introduce more ambitious targets on cutting absolute carbon emissions.

Recent insights from the team

Good COP or bad COP – energy transition will still power on

Mike Appleby, 13 October 2021

While expectation is rising for the imminent COP26 event, whatever happens in Glasgow the impact of the energy transition will continue. Mike Appleby highlights the key developments for investors. Read more

Green hydrogen: fuel of the future?

Mike Appleby, 23 August 2021

With hydrogen increasingly capturing the public's imagination, Mike Appleby examines the challenges facing the universe’s most abundant element as it moves towards a larger role in clean energy production and the investment opportunities that may emerge. Read more

IPCC 2021 Summary for policymakers – a few thoughts for investors

Mike Appleby

This week’s IPCC report was heralded as its starkest warning yet and a code red for humanity. Mike Appleby of the Liontrust Sustainable Investment team explains what this means for investors. Read more

The world in 2041: accessing innovations for the next 20 years

Peter Michaelis, 21 June 2021

Since the Liontrust Sustainable Future funds launched in 2001, the world has seen huge change. Peter Michaelis discusses the innovations the next two decades might bring. Read more

20 Years of Sustainable Investing

Sustainable Investment Annual Review 2020

The Sustainable team’s Annual Review measures the impact of their investments and analyses the success of their engagement initiatives.

Read the review

Sustainable Investment Team Engagement & Voting Review 2019

The team has been engaging on key ESG issues for nearly two decades to challenge and encourage companies to manage proactively the wider aspects of their businesses and implement better practices. In the 2019 Review, the team reflects on the impact of their engagement and their priorities for the next few years.

Download the review

Sustainable Finance Disclosure Regulation (SFDR)

The SFDR is now live. Learn more about how Liontrust is complying with the new requirements.

Statement on the Sustainable Finance Disclosure Regulation

Liontrust SF Managed Funds Salesaid

Sustainable Fund Impact Reports

Liontrust GF Sustainable Future Global Growth Fund

Liontrust GF Sustainable Future Pan-European Growth Fund

Liontrust GF Sustainable Future European Corporate Bond

Liontrust 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

Investing for a cleaner, safer and healthier world

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The team

The Sustainable Investment team - Equities

Peter Michaelis (left) and Simon Clements (right), Martyn Jones and Chris Foster

Peter Michaelis, Simon Clements, Martyn Jones and Chris Foster are the lead managers across the Liontrust Sustainable Future Equities and Managed Fund. 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.

The Sustainable Investment team - Fixed Income

Stuart Steven (centre), Kenny Watson (left) & Aitken Ross (right)

Stuart Steven, Kenny Watson and Aitken Ross 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 and Jack started their careers in the graduate scheme at ATI.

Advisory Committee

We have a four-strong external Advisory Committee to provide another layer of expertise in key areas of social and environmental impact: Tim Jackson, Valborg Lie, Tony Greenham and Ivana Gazibara.

Sustainability labels

We’re proud that a number of our funds have recently been awarded sustainability labels. The Liontrust GF Sustainable Future Global Growth, Liontrust GF Sustainable Future European Corporate Bond, and the Liontrust GF SF Pan-European Growth funds have been recognised by the French Label ISR.

The the Liontrust GF Sustainable Future Global Growth and the Liontrust GF Sustainable Future European Corporate Bond funds have also been awarded the prestigious Febelfin sustainability label. The Febelfin label, which recognises sustainable and socially responsible financial products, is an initiative from the Belgian federation for the financial sector and seeks to reassure investors that their ‘socially responsible’ investment is not exposed to activities and practices that are considered 'unsustainable'. The label also aims to lead to an increase in socially responsible and sustainable financial funds, and to encourage traditional financial funds and products to adopt its quality standard. You can learn more about the Towards Sustainability initiative and how the Liontrust GF Sustainable Future Global Growth and Liontrust GF Sustainable Future European Corporate Bond funds meet the criteria of the label here.

SRI labels

Liontrust Sustainability Report 2021

Equity funds

Liontrust GF Sustainable Future Global Growth Fund

Liontrust GF Sustainable Future Multi-Asset Global Fund

Liontrust GF Sustainable Future Pan-European Growth Fund

Liontrust Sustainable Future Managed Growth Fund

Liontrust Sustainable Future Cautious Managed 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 UK Growth Fund

Liontrust UK Ethical Fund

Fixed income funds

Liontrust Monthly Income Bond Fund

Liontrust Sustainable Future Corporate Bond Fund

Liontrust GF Sustainable Future European Corporate Bond

Recent Awards

IW FM of the Year Awards 2021

Global Growth

Liontrust SF Global Growth Fund

IW FM of the Year Awards 2021

Managed 40-85% Shares

Liontrust SF Managed Fund

IW FM of the Year Awards 2021

Managed – Flexible Investment

Liontrust SF Managed Growth Fund

SF Managed Fund Fund Manager of the Year Awards 2020

IW FM of the Year Awards 2020

Best Managed Growth Fund

Liontrust SF Managed Fund

SF Cautious Managed Fund Fund Manager of the Year Awards 2020

IW FM of the Year Awards 2020

Best Managed Balanced Fund

Liontrust SF Cautious Managed Fund

Professional Adviser Awards 2021

Best ESG Solution for Advisers

Liontrust SF Managed Funds

Documents

Further information on the Sustainable Investment team's screening criteria, policies, governance engagement and voting can be found below.

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Private investors

Find out how to invest in Liontrust's range of sustainable funds.

How to invest

Professional advisers

There are a number of ways advisers can invest in Liontrust's sustainable funds on behalf of clients.

How to invest

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.