Liontrust Sust Fut UK Gr 2 Net Acc

Name
Liontrust Sustainable Future UK Growth Fund Class 2 Net Accumulation
Manager
Liontrust Investments Limited
Type
Open Ended Investment Company
ISIN
GB0030028764
Sector
LC00000007
Launched
19/02/2001
OCF
0.85 %
Risk Rating
3
3 Year Sharpe
1.07
3 Year Alpha
3.83
Yield
1.3 %
Benchmark
MSCI United Kingdom NR LCL
The Fund aims for long term capital growth and will invest in the shares of a broad range of UK companies based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our rules for environmental and social responsibility.
Holding%
GlaxoSmithKline PLC5.42 %
Kingspan Group PLC5.03 %
Abcam PLC4.51 %
Prudential PLC4.31 %
Compass Group PLC4.02 %
RELX PLC3.46 %
Worldpay Inc Class A3.43 %
Legal & General Group PLC3.24 %
Informa PLC3.08 %
Softcat PLC2.82 %
Region%
United Kingdom94.76 %
Sector%
Financial Services21.35 %
Consumer Cyclical21.25 %
Healthcare16.40 %
Technology13.54 %
Industrials11.90 %
Basic materials8.14 %
Consumer Defensive7.43 %
Name
Liontrust Investments Limited
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Brown

Joined 02/01/2013

Before joining Liontrust in April 2017, Neil spent five years at Alliance Trust Investments as SRI Investment Manager. Neil’s investment career started at Pensions & Investments Research Consultants where he was a senior researcher. In 2004, he moved to Threadneedle Asset Management where, as well as having the role of Pan European Equity Analyst, he was also Head of Governance and Responsible Investment. Neil then moved Aviva Investors in 2008 where, most recently, he was an SRI Fund Manager. Neil has an MSc in Development Economics from the School of African & Oriental Studies and a BA (Hons) in Economics from the University of Manchester. He holds the CFA Society of the UK Investment Management Certificate. Neil is also the immediate past Chair of the UN Principles for Responsible Investment Integration Working Group.
Peter Michaelis

Joined 02/19/2001

Peter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment. After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.

Data provided by Morningstar.

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