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Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation (0P000023MZ)
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00:00:00 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 633.11M
Type:
Fund
Market:
United Kingdom
Issuer:
Liontrust Investments Limited
ISIN:
GB0030029622
Asset Class:
Equity
Liontrust Sustainable Future Absolute Growth Fund
3.14
+0.06
+1.82%
- Overview
- Profile
- Historical Data
- Holdings
0P000023MZ Overview
On this page you'll find an in-depth profile of Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P000023MZ among other information.
Investment Strategy
The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities. The Fund will invest globally and will seek to achieve the investment objective through investment in securities that provide or produce sustainable products and services as well as having a progressive approach to the management of environmental, social and governance (“ESG”) issues. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 60-100%; Fixed income – 0-20%; Cash – 0-20%
Contact Information
Address
2 Savoy Court London WC2R 0EZ
London,NULL NULL
United Kingdom
London,NULL NULL
United Kingdom
Phone
+352 464010600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Chris Foster | - | 2020 | Now |
| Biography | Chris Foster is Co-manager of the Liontrust SF Global Growth Fund, GF SF Global Growth Fund and SF Managed Growth Fund. Chris joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments. Prior to this, Chris joined ATI through the management training programme after graduating with a First Class Honours degree in Economics and Mathematics from the University of Edinburgh. Chris is a CFA Charterholder. | ||
| Simon Clements | Portfolio Manager | 2001 | Now |
| Biography | Simon Clements joined Liontrust in 2017 following the acquisition of Alliance Trust Investments, where he worked for 5 years. Prior to this, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon 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. Simon is the lead manager of the Liontrust SF Global Growth Fund, GF SF Global Growth and SF Managed Growth Fund, and co-fund manager on the SF Managed, SF Cautious Managed and SF Defensive Managed funds. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. Simon is a CFA Charterholder. | ||
| Peter Michaelis | - | 2001 | Now |
| Biography | 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). | ||
| Derek Lygo | Head | 2006 | 2010 |
| Biography | Derek Lygo joined First State Investments as Head of UK Equities in October 2001, with an established reputation as a leading UK equity portfolio manager over the previous decade. Derek entered the investment management business with Mercury Asset management. In 1993 he became Head of Institutional Pension Funds with Alder Investment Management. The main pension fund for which Derek was responsible achieved top decile performance in the 1994/95 CAPS survey. | ||
| Paul Udall | Specialist | 2005 | 2010 |
| Biography | Paul is a portfolio manager in the LOIM’s global equities division. Paul joined Lombard Odier Investment Managers (LOIM) in September 2019 and has been managing global sustainability portfolios for 18 years. Previously worked four years at Temporis Capital where he served as partner since 2013. Prior to this, Paul was the investment director at GAM from 2010 to 2013, managing director of Climate Change Capital from 2007 to 2010, portfolio manager at Aviva Investors from 2002 to 2006 and equity analyst at AXA Investment Managers from 1998 to 2002. Paul started investing in clean technology companies in 2002 and has been following the climate transition solutions space for 18 years covering renewable energy. From 2010 to 2018, Paul managed money for the Norwegian Sovereign Wealth Fund (Norges). Paul helped build their global Environmental strategy specifically targeting the climate transition for the fund. Paul holds a master in investment analysis from the University of Stirling and a BSC in account and finance from University of East Anglia. | ||
| Clare Brook | Director, Portfolio Manager | 2001 | 2005 |
| Biography | Clare joined Morley Fund Management in December 2000. She started as a manager of SRI funds at Jupiter Asset Management in 1990, then joined NPI in 1994 in a similar capacity, where she was made a Director in 1997. In 1999 she became Director and Fund Manager of SRI for Henderson Investors. Funds previously managed by Clare have won five Micropal awards one of which was the top performing pension fund in the UK. Clare holds a degree in History from Oxford University. | ||
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