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Liontrust UK Ethical 2 Acc

Ranked 46 out of 255 in - UK (All Companies) over 12 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. It will invest only in companies that meet our ethical requirements and meet our rules for environmental and social responsibility. Typically at least 80% of the Fund will be invested in the shares of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 46/255 Total Return
  • Rank 137/255 Standard Deviation
  • Rank 106/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -7.3% -4.3% 9.3% 2.5% -13.5%
2017 22.5% 5.8% 7.0% 3.9% 4.2%
2016 4.6% -3.8% -5.5% 12.0% 2.7%
2015 10.8% 6.6% 3.5% -5.3% 5.9%
2014 2.2% -0.8% -3.9% -0.9% 8.1%
2013 35.7% 12.9% 2.7% 8.5% 8.0%
2012 16.1% 10.7% -4.4% 6.1% 3.4%
2011 -6.7% 2.9% 0.8% -14.0% 4.6%
2010 18.5% 3.8% -6.5% 13.8% 7.3%
2009 22.7% -8.8% 11.6% 19.6% 0.7%
2008 -34.4% -7.8% -2.1% -11.2% -18.2%
2007 1.6% 5.8% 6.8% -5.1% -5.1%
2006 24.1% 12.9% -6.8% 5.2% 12.2%
2005 15.9% 1.2% 1.7% 6.4% 5.8%
2004 16.7% 6.4% 0.2% -0.3% 9.8%
2003 26.2% -7.4% 21.0% 7.0% 5.3%
2002 -27.8% 0.0% -15.2% -17.9% 3.7%
2001 -17.6% -11.7% -2.2% -17.9% 16.2%
2000 0.9% 11.3% -8.1% 3.4% -4.5%
1999 -2.4% 37.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Legal & General Group PLC ORD 5.74%
Kingspan Group PLC ORD 5.39%
Prudential PLC ORD 5.37%
London Stock Exchange Group PLC ORD 4.81%
John Laing Group PLC ORD 4.34%
Compass Group PLC ORD 4.14%
National Express Group PLC ORD 3.59%
Softcat PLC ORD 3.50%
Worldpay Inc ORD 3.49%
Paragon Banking Group PLC ORD 3.42%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/11/2012
  • Share Class size113Mn
  • Base currencyGBP
  • ISIN GB00B8HCSD36

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.00%

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