Liontrust SF Managed Funds Sales Aid - Flipbook - Page 2
Liontrust SF managed funds
Liontrust offers a range of five Sustainable Future (SF) managed funds, investing in a blend
of equities, bonds and cash, and they are all risk profiled by Distribution Technology’s
Dynamic Planner.
Peter Michaelis has been involved in all the funds since their launch and lead manager on
SF Managed since 2005. Simon Clements has been co-manager of SF Cautious Managed
and SF Defensive Managed since launch in 2014 and joined Peter on the SF Managed
and SF Managed Growth funds in 2013*. He is now lead manager on SF Managed
Growth and SF Global Growth, with Michaelis and Chris Foster as co-managers.
On the equity side, the funds include a global ex-UK portfolio (largely mirroring the SF
Global Growth Fund) and a UK portfolio (based on the SF UK Growth Fund). Bond
exposure is largely through the SF Corporate Bond and GF SF European Corporate Bond
funds, headed up by Stuart Steven, although the portfolios will also include some direct
corporate bond holdings as well as gilts and cash. Peter and Simon adjust the asset
allocation of the funds based on the objectives and market opportunities and performance
comes from strategic and tactical asset allocation as well as stock selection.
Why the Liontrust Sustainable Investment team?
The Liontrust Sustainable Investment team manages a broad range of 13 funds across
equities, bonds and managed. This wide choice is designed to enable investors to
choose the funds that match their own requirements in terms of risk appetite and investment
objective, whether they are looking specifically for funds that take a sustainable approach
or those that can add value to mainstream portfolios.
We believe there is a compelling case for all investors to take a sustainable approach and not
only those who want their investments to “do good” and benefit society. The team manages:
• Five single strategy equity funds to provide geographical exposure for those investors
who want to construct their own portfolios.
• Three bond funds for those investors looking for a high level of income or exposure to
corporate bonds.
*From 10.02.20, SF Absolute Growth
changed its name to SF Managed Growth
• Five funds risk profiled by Distribution Technology’s Dynamic Planner, Defaqto and
Synaptic. Four of these are multi-asset funds investing in a mix of equities, bonds and
cash. These funds provide a one-stop shop for those investors looking to outsource
the asset allocation of their sustainable investments. Like our single strategy range, the
managed funds have strong track records compared to mainstream managed portfolios.
The 13-strong team, which is headed by Peter Michaelis, has been managing funds using
their SF investment process since 2001 and has close to 200 years of combined experience.