Management |
Domicile | United Kingdom | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 19/02/2001 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Liontrust Investment Partners LLP |
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Fund Manager | Simon Clements | Manager Start Date | 05/12/2001 | Career Start Year | 1996 |
Education | University of Newcastle, B.E. | Securities Institute of Australia, Diploma |
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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. |
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Fund Manager | Chris Foster | Manager Start Date | 09/03/2020 | Career Start Year | 2013 |
Education | University of Edinburgh, B.A./B.S. |
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Biography |
Chris Foster is Co-manager of the Liontrust SF Global Growth Fund, GF SF Global Growth Fund and SF Managed Growth Fund. Chris joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments. Prior to this, Chris joined ATI through the management training programme after graduating with a First Class Honours degree in Economics and Mathematics from the University of Edinburgh. Chris is a CFA Charterholder. |
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Fund Manager | Peter Michaelis | Manager Start Date | 19/02/2001 | Career Start Year | 2000 |
Education | University of Surrey, Ph.D. | University of Surrey, M.S. | University of Oxford, M.A. |
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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). |