Liontrust SF Managed Funds Sales Aid - Flipbook - Page 3
This means the team and process have a long track record in sustainable
investment and can draw on extensive knowledge and insights.
Instead, every team member is responsible for all aspects of financial
and ESG analysis relating to an investment decision.
What is also distinct about the Liontrust approach is the fact that all
the elements of sustainable investment are integrated within a single
team. The team does not have separate fund management and
environmental, social and governance (ESG) divisions, for example.
Each analyst and portfolio manager has responsibility for
particular sectors and themes. The fund managers have additional
responsibility for the construction and oversight of portfolios with
respect to each mandate.
Liontrust SF managed funds
and 50% to equities, while the rest of the portfolio is invested in
bonds and cash. SF Global Growth targets the highest level of risk
with up to 100% of the portfolio invested in equities. The table shows
the risk profile for each fund, the proportion of each portfolio that can
be invested in equities and the funds’ ratings from Morningstar and
Rayner Spencer Mills.
The five Liontrust SF managed funds have a range of exposures to
asset classes that are determined by the level of risk they take as
measured by volatility. SF Defensive Managed is targeting the lowest
level of volatility and therefore risk with exposure of between 20%
These are the objectives of each of the funds:
SF Defensive Managed: aims to deliver capital growth over the long
term (5 years or more) through investing in a combination of global
equities, bonds and cash
SF Cautious Managed: aims to deliver capital growth over the long
term (5 years or more) through investing in a combination of global
equities, bonds and cash
Defaqto Risk
Rating
SF Managed: aims to deliver income and capital growth over the
long term (5 years or more) through investing in a combination of
global equities, bonds and cash
SF Managed Growth: aims to deliver capital growth over the long
term (5 years or more) through investing in a combination of global
equities, bonds and cash
SF Global Growth: aims to deliver capital growth over the long term
(5 years or more) through investing in equities globally
Synaptic Risk
Equity
Rating
allocation (%)
IA Sector
SF Defensive
Managed
4
3
5
20 - 50
IA Mixed Investments
(20-60% shares)
SF Cautious
Managed
5
4
6
40 - 60
IA Mixed Investments
(40-85% shares)
SF Managed
6
6
8
60 - 85
IA Mixed Investments
(40-85% shares)
SF Managed
Growth
7
7
9
60 - 100
IA Flexible Investments
SF Global
Growth
8
9
10
90 - 100
IA Global
Ratings