Liontrust Sustainable Future Managed 2 Inc

Ranked 1 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Clements

Simon Clements transferred to Liontrust in 2017 having spent five years at Alliance Trust Investment. Prior to this, he spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was head of global equities. Earlier in his career, he worked as a portfolio accountant and risk and performance analyst before joining Aviva Investors in 2000 to help develop its global equity and SRI propositions. He is currently the lead manager of the SF Global Growth fund and the SF Absolute Growth fund, and co-manager on the SF Managed, SF Cautious Managed and SF Defensive Managed funds. He holds a BA in economics from the University of Newcastle, Australia and a graduate diploma in applied finance and investment from the Securities Institute of Australia.

Peter Michaelis

Born in the UK in 1969, Peter Michaelis obtained an MA in Physics from Oxford University, an Msc (Distinction) in Energy & Environmental Engineering from Sussex University and a PhD in Environmental Economics from the University of Surrey. He joined the investment industry in 1999 and has been a fund manager since 2001. Peter began his career at British Steel as a Senior Environmental Engineer and went on to join Henderson Global Investors where he worked as a socially responsible investment fund manager and an analyst. Peter joined Aviva in 2001 and has managed the Sustainable Future fund range since the launch of the Absolute Growth fund that year; with the assets transferring first to Alliance Trust and then to Liontrust in April 2017. He lists tennis and chess among his interests outside of fund management.

Objective

It will invest in a broad range of worldwide investments. This will include shares, bonds, cash and other types of investments such as other funds. Bonds are interest paying loans made to global companies, governments and large international organisations. Typically between 45% and 85% will be invested in shares. Up to 55% will be invested in bonds and cash. It will invest only in companies that meet their rules for environmental and social responsibility. Allocations to bonds, equities and cash will vary over time depending on market circumstances.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -0.5% -3.3% 7.6% 4.4% -8.4%
2017 16.1% 5.8% 3.2% 2.6% 3.6%
2016 11.9% -1.1% 2.4% 8.7% 1.7%
2015 6.2% 6.2% -1.7% -4.9% 7.0%
2014 6.1% 0.3% -0.1% 0.2% 5.7%
2013 22.3% 11.4% 0.3% 3.9% 5.4%
2012 13.4% 9.0% -3.3% 6.0% 1.5%
2011 -4.9% 0.5% 1.3% -11.5% 5.5%
2010 10.3% 4.9% -6.6% 6.8% 5.3%
2009 16.9% -7.0% 7.1% 15.4% 1.6%
2008 -19.7% -7.0% -0.9% -7.3% -6.0%
2007 5.3% 4.3% 4.5% -1.4% -2.0%
2006 13.5% 8.9% -5.8% 3.8% 6.6%
2005 18.1% 1.3% 3.4% 7.3% 5.1%
2004 9.9% 3.7% -0.3% 0.4% 5.9%
2003 16.6% -5.0% 13.6% 3.7% 4.2%
2002 -22.7% 0.0% -12.2% -13.9% 2.3%
2001 2.0% -15.7% 11.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Liontrust Sustainable Future Corporate Bond 3 Inc 5.33%
GBP Cash 3.37%
Liontrust GF SustFuture EuroCorpBond A8 Acc EUR 2.87%
IQVIA Holdings Inc ORD 2.44%
Ecolab Inc ORD 1.98%
Kingspan Group PLC ORD 1.79%
GlaxoSmithKline PLC ORD 1.76%
Visa Inc ORD 1.75%
Eli Lilly and Co ORD 1.73%
Autodesk Inc ORD 1.68%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size160Mn
  • Base currencyGBP
  • ISIN GB0030030398

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment25,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).