Liontrust Sustainable Future UK Growth 2 Acc

Ranked 9 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Neil Brown

Neil Brown joined Liontrust in 2017 after spending five years at Alliance Trust Investments as an investment manager on the European funds, before being promoted to a lead fund manager at Aviva Investors in 2011. Prior to Aviva, he was at Threadneedle Asset Management, where he combined the roles of pan-European equity analyst and head of governance and responsible investment. He is lead fund manager on the SF European Growth OEIC and SF Pan European Sicav. He is co-fund manager on the SF UK Growth and UK Ethical funds. A frequent guest host on CNBC Squawk box, he is also the most recent former chair of the Investment Integration Working Group, a member of the Listed Equity Advisory Committee and a member of the Sustainable Development Goals in Active Ownership Management Working Group of the UN Principles for Responsible Investment. He has an MSc in development economics from the School of Oriental & African Studies and a BA in economics from the University of Manchester.

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

The Fund aims for long-term capital growth, this is generally regarded as 5 years or more. It will invest in the shares of a broad range of UK companies based on the Fund Managers view of their long-term return prospects.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.0%
2018 -6.7% -3.9% 10.1% 2.7% -14.1%
2017 20.7% 5.2% 7.1% 3.5% 3.5%
2016 8.1% -3.3% -0.8% 11.9% 0.8%
2015 10.0% 6.3% 2.9% -4.9% 5.7%
2014 2.2% -1.3% -2.6% -1.8% 8.2%
2013 34.8% 13.1% 2.1% 7.6% 8.6%
2012 15.2% 10.8% -3.4% 5.4% 2.1%
2011 -6.1% 1.9% 2.7% -15.4% 6.0%
2010 17.7% 3.3% -6.4% 12.8% 7.9%
2009 24.8% -8.9% 12.3% 19.7% 2.0%
2008 -32.3% -7.3% -2.1% -10.5% -16.6%
2007 1.9% 5.8% 6.6% -5.1% -4.7%
2006 19.7% 12.1% -6.4% 4.5% 9.2%
2005 16.3% 2.1% 2.3% 6.2% 5.0%
2004 13.5% 4.4% 0.5% 0.1% 8.1%
2003 26.5% -5.7% 20.1% 5.9% 5.5%
2002 -28.0% -1.5% -15.1% -16.6% 3.2%
2001 0.9% -18.8% 18.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
GBP Cash 5.13%
Kingspan Group PLC ORD 4.88%
Prudential PLC ORD 4.65%
GlaxoSmithKline PLC ORD 4.44%
3i Group PLC ORD 3.47%
Abcam PLC ORD 3.21%
Compass Group PLC ORD 3.12%
Intertek Group PLC ORD 3.05%
Smurfit Kappa Group PLC ORD 2.93%
Softcat PLC ORD 2.83%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size196Mn
  • Base currencyGBP
  • ISIN GB0030028764

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).