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Liontrust Sustainable Future Managed Fund Class 3 Net Income (0P0000238L)

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2.78 +0.01    +0.39%
27/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 2.49B
Type:  Fund
Market:  United Kingdom
Issuer:  Liontrust Investments Limited
ISIN:  GB0030030406 
Asset Class:  Other
Liontrust Sustainable Future Managed Fund Class 3 2.78 +0.01 +0.39%

0P0000238L Overview

 
On this page you'll find an in-depth profile of Liontrust Sustainable Future Managed Fund Class 3 Net Income. Learn about the key management, total assets, investment strategy and contact information of 0P0000238L among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

2.49B

Expenses

Inception Date

Feb 19, 2001

Investment Strategy

The Fund aims to deliver income and 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 – 60-85%; Fixed income – 10-40%; Cash – 0-10%.

Contact Information

Address 2 Savoy Court London WC2R 0EZ
London,NULL NULL
United Kingdom
Phone +352 464010600

Top Executives

Name Title Since Until
Simon Clements Portfolio Manager 2013 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).
Neil Brown Portfolio Manager 2011 2013
Biography Neil Brown joined Liontrust in 2017 after spending five years at Alliance Trust Investments as investment manager on the European funds, before being promoted to lead fund manager on them 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. Neil 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, Neil is also the immediate past 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. Neil has an MSc in Development Economics from the School of Oriental & African Studies and a BA (Hons) in Economics from the University of Manchester.
Clare Brooks Portfolio Manager 2001 2011
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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