Liontrust Sustainable Future Managed Fund Class 3 Net IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 21.7 | 13.9 | -20.3 | 12.1 | 5.5 |
![]() | +/-Cat | 16.4 | 2.8 | -10.2 | 3.7 | -1.0 |
![]() | +/-B’mrk | 17.2 | 1.6 | -13.0 | 1.4 | -2.8 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBX 267.15 | |
Day Change | 0.98% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0030030406 | |
Fund Size (Mil) 28/06/2024 | GBP 2625.50 | |
Share Class Size (Mil) 14/08/2024 | GBP 1096.75 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.46% |
Morningstar Research |
Analyst Report | 24/07/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Liontrust Sustainable Future Managed is a solid option for risk-tolerant investors looking for an established environmental, social, and governance strategy within the multi-asset space. It retains a Morningstar Analyst Rating of Bronze for the... | |
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 Managed Fund Class 3 Net Income |
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%. |
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Management | ||
Manager Name Start Date | ||
Simon Clements 01/02/2013 | ||
Peter Michaelis 19/02/2001 | ||
Inception Date 19/02/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 40-85% | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Liontrust Sustainable Future Managed Fund Class 3 Net Income | 30/06/2024 |
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