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Liontrust Sustainable Future Global Growth

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Liontrust Sustainable Future Global Growth 2 Acc
  • This fund only has one share class
Select Performance Currency
Pound Sterling
  • What is the Fund’s objective?

    The Fund aims for long-term capital growth and will invest in the shares of a broad range of companies from around the world, 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. For full investment objective and policy details please refer to the Prospectus.

    How does FE rate this fund?

    • No FE Alpha managers
    • Not included in the AFI

    Who manages this fund?

    Simon Clements Since 30-Nov-2010

    Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent...


    Peter Michaelis Since 01-Mar-2012

    Peter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent...


    Adrien Bommelaer Since 01-Sep-2016

    Adrien Bommelaer has 15 years experience in investment research and asset management looking at technology, telecom and...


  • How has this fund performed?

    Cumulative Performance chart

    View event history

    Cumulative Performance as at 25/07/2017
        3m 6m 1yr 3yrs 5yrs
    Liontrust Sustainable Future Global Growth 2... +6.7 +12.3 +18.7 +52.3 +106.4
    Global +3.9 +7.4 +17.6 +42.2 +85.9

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    How does this fund compare against other funds in Global?

    Quartile Ranking

        1y 3y
    ? Position 95 / 243 69 / 222
    ? Quartile 2 2

    Ranking is for the main unit within the sector View other funds in this sector

    Other Rating

    Morningstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 9.52 11.95
    ? Alpha -3.30 -0.97
    ? Beta 1.20 1.22
    ? Sharpe 2.11 0.84
    ? Info Ratio 0.22 0.31
    ? R2 0.93 0.89
    ? Quartiles:1 2 3 4

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 109
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 0.00%
    Annual 0.75%
    ? OCF 0.85%
    ? Performance Fee None
    Minimum Investment?
    Initial £ 500,000
    Additional £ 25,000
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Liontrust Sustainable Future Global Growth 2 Acc ACC GBX 145.00 26 Jul 2017 0.39 GN20 3003006 GB0030030067
  • What does this fund invest in?

    Asset Class Breakdown (30 Jun 2017)

    Rank Asset %    
    1 US Equities 54.35
    2 UK Equities 9.49
    3 Japanese Equities 9.16
    4 German Equities 6.28
    5 Italian Equities 3.91
    6 Norwegian Equities 3.57
    7 Swiss Equities 2.58
    8 Dutch Equities 2.33
    9 Australian Equities 2.09
    10 Others 6.24

    Top Holdings (30 Jun 2017)

  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: NO
    Trustee / Depositary: Natwest TDS
    Registrar: Bank of New York Mellon (International) Limited
    Multi-Manager: NO
    Dividend policy: Feb 01 (Final), Aug 01 (Interim)
    Fund size: £178.2m / $232.3m (26-Jul-17)
    Unit Launch: 19-Feb-2001
    Fund Launch: 19-Feb-2001
    Savings plan: NO
    Pricing times: 12:00 Daily
    Dealing times: Mon-Fri 09:00 to 17:00
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    2 Savoy Court, London, United Kingdom, WC2R 0EZ

    020 7412 1700 (Main Number)

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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