Liontrust Sustainable Future European Growth Fund Class 6 IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | -27.7 | 6.7 | 5.0 |
![]() | +/-Cat | - | - | -18.9 | -6.9 | -0.5 |
![]() | +/-B’mrk | - | - | -20.2 | -8.3 | -1.5 |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 0.78 | |
Day Change | 1.91% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00BNT8VC44 | |
Fund Size (Mil) 28/06/2024 | GBP 250.41 | |
Share Class Size (Mil) 13/08/2024 | GBP 0.44 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.87% |
Morningstar Research |
Analyst Report | 21/06/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Liontrust Sustainable Future European Growth benefits from an approach with long-standing roots in sustainable investing that has been consistently implemented. Execution is in the hands of a adequately resourced team headed by the well-regarded... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Liontrust Sustainable Future European Growth Fund Class 6 Income |
The Fund aims to deliver capital growth over the long-term (5 years or more) through investment in sustainable securities. The Fund will invest in companies which are incorporated, domiciled, listed or conduct significant business in the EEA or Switzerland 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. The Fund will typically invest 95% (minimum 80%) in equities or equity related derivatives but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits. |
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Management | ||
Manager Name Start Date | ||
Martyn Jones 04/11/2019 | ||
Peter Michaelis 19/02/2001 | ||
Inception Date 09/08/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Ex UK NR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Liontrust Sustainable Future European Growth Fund Class 6 Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.63 |
![]() | ![]() | 4.69 |
![]() | ![]() | 3.81 |
![]() | ![]() | 3.45 |
![]() | ![]() | 3.38 |
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Liontrust Sustainable Future European Growth Fund Class 6 Income |