Liontrust SF Managed Funds Sales Aid - Flipbook - Page 4
How the Liontrust SF managed funds are differentiated
• Growing demand: The growing demand for sustainable investment
is being driven by the fact that the economy of the future will be
cleaner, safer and healthier and is coming from an increasing
number of people who care about how they make their money as
well as how much money they make.
• One-stop solution: For clients looking for an outsourced solution
with a sustainable approach, we offer a range of five managed
funds investing across equities, bonds and cash.
• Risk profiled: All five funds are risk rated by Distribution Technology’s
Dynamic Planner, Defaqto and Synaptic.
• Strong performance against mainstream funds: The funds have
long and successful track records against mainstream competitors.
The SF Managed Fund, for example, is in the first quartile of the IA
Mixed Investments (40-85%) sector over one, three, five and 10
years to the end of June 2021*. SF Managed, SF Managed
Growth and SF Global Growth now have 20-year track
records, hitting this anniversary in February 2021.
• External ratings: Both SF Managed and SF Global
Growth are Elite rated by FundCalibre.
• Experienced team: The 13-strong Sustainable
Investment team has close to 200 years of
combined experience and has managed
sustainable funds since 2001.
• Integrating ESG: Central to our approach is the
fact all the elements of sustainable investment are
integrated within a single team. We do not have
separate fund management and ESG divisions;
instead, every team member is responsible for
all aspects of financial and ESG relating to an
investment decision.
• Comprehensive range: SF Global Growth is a pure
equity product (with scope to hold up to 10% in cash).
Of the other funds, SF Managed Growth typically has
the highest equity exposure, ranging from 60-100%, with
the balance invested in bonds and cash. SF Managed has
an equity range of 60-85%, SF Cautious Managed has 4060% and SF Defensive Managed has 20-50%.
• Robust investment process: The investment process applied to all the
SF managed funds is based on the belief that in a fast-changing
world, the companies that will thrive are those which improve
people’s quality of life, make usage of increasingly scarce resources
more efficient and help build a more stable, resilient and prosperous
economy. The team uses a thematic approach to identify the key
structural growth trends that will shape the global economy of the
future. They then seek to invest in well run companies whose products
and operations capitalise on these transformative changes.