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Liontrust Sustainable Future UK Growth 2 Acc

Citicode
GN26
Launch Date
19-02-2001
Fund Size
£505,110,097
Yield
1.42%
Ongoing Charge
0.83%
Fund Managers
Martyn Jones
Peter Michaelis
Benchmark: IA UK All Companies
Investment
Liontrust Sustainable Future UK Growth 2 Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities.

Top 10 Holdings

3i GroupLondon Stock Exc...Unilever PlcAstrazeneca PlcCompass Group ...Kingspan Group ...Wise PlcHaleon PlcNatwest Group PlcAdmiral Group665544332211004.8%3.9%3.8%3.4%3.4%3.4%3.2%3.2%3.1%3.1%

Asset Class

Uk Equities
Irish Equities
Us Equities
Others
Money Market
90.8%4.8%

Fund Manager

Martyn Jones

Start Date

04-11-2019

Bio

Martyn Jones is Lead Fund Manager of the Liontrust Sustainable Future European Growth Fund and Liontrust Sustainable Future Pan-European Growth Fund. He joined Liontrust in 2017 following the acquisition of Alliance Trust Investments and became a Portfolio Manager in November 2019. Prior to Liontrust, Martyn spent five years at Alliance Trust Investments initially as a Graduate Trainee, and then as an Analyst with the Sustainable Investment team. Martyn has an MA (Hons) in Management from the University of Glasgow and a Masters in Sustainability Leadership at the University of Cambridge. Martyn has completed the IMC and is a CFA Charterholder.

Fund Manager

Peter Michaelis

Start Date

19-02-2001

Bio

Peter Michaelis joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments, where he was Head of Investment. Peter has been managing money in Sustainable and Responsible Investment for over 20 years. 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 was able to use his experience as a Sustainable and Responsible Investment Analyst and Assistant Portfolio Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead Portfolio Manager on a number of its Sustainable and Responsible Investment funds, before being made Head of Sustainable and Responsible Investment. Peter holds an MA in Physics from Oxford University, an MSc in Energy and Environmental Engineering from the University of Sussex and a PhD in Environmental Economics from the University of Surrey. In addition, he has the CFA Society of the UK Investment Management Certificate (IMC).

Data source:

All financial data is supplied by FE

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