Liontrust Sustainable Future Managed Growth Fund Class 2 Net AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 33.2 | 16.5 | -20.7 | 15.4 | 4.5 |
![]() | +/-Cat | 26.3 | 3.0 | -10.9 | 6.0 | -3.1 |
![]() | +/-B’mrk | 27.2 | 0.2 | -14.9 | 3.0 | -5.8 |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 30/08/2024 | GBX 297.56 | |
Day Change | 0.71% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB0030029622 | |
Fund Size (Mil) 31/07/2024 | GBP 927.32 | |
Share Class Size (Mil) 30/08/2024 | GBP 656.24 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.86% |
Morningstar Research |
Analyst Report | 24/07/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Liontrust Sustainable Future Managed Growth 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... | |
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 Growth Fund Class 2 Net Accumulation |
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% |
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Management | ||
Manager Name Start Date | ||
Simon Clements 05/12/2001 | ||
Chris Foster 09/03/2020 | ||
Click here to see others | ||
Inception Date 19/02/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA FLEXIBLE INVESTMENT | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation | 31/07/2024 |
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