Liontrust SF Managed Funds Sales Aid - Flipbook - Page 13
Better resource efficiency
Improving the efficiency of energy use
We see many ways of making energy cheaper by reducing waste,
as well as emissions, through more efficient usage. This cuts across
many areas of the economy and includes building insulation, efficient
lighting, energy efficient climate control, travel and industrial processes.
Improving the management of water
Water is essential for life. Companies that can manage waste water
treatment, or produce products or services that improve the efficiency
of water distribution, are vital and in demand. We like companies
that improve sanitation and give affordable access to clean water.
Increasing electricity generation from renewable sources
Substituting carbon-intensive fossil fuel electricity generation
(especially coal) with renewable power sources reduces carbon
emissions as well as providing a cost-effective means to connect
people to cleaner power sources.
Improving the resource efficiency of industrial and agricultural processes
We like companies providing products or services that help to make
industrial processes more resource efficient, as well as safer for workers
and users. We see investment opportunities in software and systems
that help implement life-cycle design (including disposal of products)
and manage supply chains, as they modernise and improve industry.
We are looking for companies driving real improvements in
energy and material use.
Delivering a circular materials economy
With finite resources on earth, recycling remains a huge part of the
shift to a more sustainable world. But to make better use of materials,
we need to consider the whole life cycle rather than just the ‘waste’
stage, moving beyond the current take-make-waste model towards
a more circular economy. This is based on three core principles –
designing out waste and pollution, keeping products and materials in
use, and regenerating natural systems – and we believe companies
built on these lines should benefit from this trend.
Making transportation more efficient
Urban transport systems are improved by reducing congestion as
well as emissions, as the mode of transport shifts from self-driven cars
to public systems such as trains, tubes and buses.