Liontrust SF Managed Funds Sales Aid - Flipbook - Page 14
Improved health
Enabling innovation within healthcare
We focus on companies either coming up with new, more effective
ways to treat diseases or providing essential equipment, services or
software to help to make treatments more effective.
Delivering healthier foods
Consumers are demanding healthier foods and we have identified
companies that provide reformulation services to change recipes to
make them healthier (less fat, sugars and salts) while
maintaining the taste.
Building better cities
Shelter is a basic human requirement and
companies that build quality affordable homes are
helping to provide this. We like well designed and
built homes that are energy efficient and safe.
Providing education
Education brings important benefits,
including longer life expectancy, increased
job opportunities and helping to stimulate
economic growth, as well as leading to overall
higher satisfaction in life. Companies providing
education services offer vital knowledge and skills,
which help to improve people’s lives.
Providing affordable healthcare globally
Currently, the costs of healthcare are very high and
we need more effective ways of delivering better
patient outcomes. Companies that help to deliver
affordable, positive outcomes in managing
diseases help to achieve this goal.
Enabling healthier lifestyles
Companies that promote healthier lifestyles, principally through
increasing activity, taking exercise and sport, help to improve
health. These include positive leisure activities such as gym
operators and companies providing sports clothing and equipment.
Connecting people
We believe access to easy communication tools and information,
increasing amounts of which are online, is a positive requisite of a
more sustainable economy.
Encouraging sustainable leisure
For most people in the twenty-first century,
we are lucky enough to be living in an era
where there is a natural progression
to spend more time on leisure and
these activities are increasingly
seen as both a fundamental
human need and a key part
of mental health. Activities
as diverse as going to a
concert, to the cinema,
having dinner at a restaurant
or playing a video game all
have clear externalities but the
social experience is positive
and we are looking to invest
in companies involved in
this growing part of a more
sustainable future.