Liontrust Sustainable Investment | Liontrust Asset Management PLC

Liontrust Sustainable Investment Team

The Liontrust Sustainable Investment team have been managing money in this way for nearly 20 years since they launched their Sustainable Future (SF) funds in 2001.

The 13-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 20 themes within these. The team invests in well run companies whose products and operations capitalise on these transformative changes.

Investment Week Fund Manager of the Year Awards 2020

SF Managed Growth Fund Manager of the Year Awards 2020
Liontrust SF Managed Fund
Best Managed Growth Fund
SF Managed Balanced Fund Manager of the Year Awards 2020
Liontrust SF Cautious Managed Fund
Best Managed Balanced Fund

Sustainable Future Annual Review 2019           

Liontrust Sustainable Investment Annual Review 2019

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

Liontrust Sustainable Investment Engagement and 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

Recent insights from the team

Liontrust Insights - Article
Nuclear power – still no thanks in 2020?
Peter Michaelis
The terrible events of the first half of the year have further highlighted the issues of social inequality and the parlous state of our natural world. Liontrust’s Peter Michaelis explains why capital markets and competition between companies can serve society to help produce a more sustainable world. Read more
Liontrust Insights - Article
Should 2020’s unpredictability force a sustainable rethink?
Peter Michaelis

The terrible events of the first half of the year have further highlighted the issues of social inequality and the parlous state of our natural world. Liontrust’s Peter Michaelis explains why capital markets and competition between companies can serve society to help produce a more sustainable world. Read more

Liontrust Insights - Article
What are the prospects for Sustainable growth in the UK?
Peter Michaelis

Following the enforced behavioural changes by Covid-19, Peter Michaelis analyses which UK stocks may benefit from positive structural growth over the long term. Read more

Liontrust Insights - Article
Economic changes post COVID-19: the long and short of it
Mike Appleby
Mike Appleby analyses the potential short and longer-term impacts of Coronavirus and believes global reaction to the pandemic may provide a blueprint for facing the climate crisis. Read more
Liontrust Insights - Article
Sustainable Investment – now, more than ever
Neil Brown
Sustainable companies have been working to harness structural change for years and Neil Brown says many are well placed to prove resilient amid the current crisis and help move us towards a cleaner, healthier and safer planet. Read more
Liontrust Insights - Article
How healthcare and pharma are fighting the COVID-19 war
Laurie Don

Laurie Don examines how companies held across the SF funds are contributing to the fight against Coronavirus, from providing PPE equipment to helping towards vaccines to re-purposing drugs already in the market. Read more

The team

The Sustainable Investment team - Equities
The Sustainable Investment team - Equities
Peter Michaelis (left) and Simon Clements (right)

Peter Michaelis and Simon Clements 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.

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The Sustainable Investment team - Fixed Income
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 started his career in the graduate scheme at ATI.

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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

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

Liontrust Sustainable Investment team - How to invest - Private investors

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


How to invest

Professional advisers

Liontrust Sustainable Investment team - How to invest - Professional investors

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. 
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