Liontrust Monthly Income Bond Impact Report Q2 2020 - Page 14



Other third party ESG measures
As you can see from the data below the Fund scores very well
across a broad range of criteria:
Environmental risk
Governance risk
Portfolio
Benchmark
Active
Portfolio
Benchmark
Active
Carbon risk (T CO2E/$M SALES)
112
149
-24.9%
Governance leaders (%)
57.8%
44.9%
12.9%
Fossil fuel reserves (%)
3.2%
8.6%
-5.4%
Governance laggards (%)
2.5%
11.6%
-9.2%
High impact fossil fuel reserves (%)
0.0%
3.6%
-3.6%
Board flag (%)
6.4%
9.1%
-2.7%
Exposure to high water risk (%)
2.9%
9.8%
-6.9%
Lack of independent board (%)
3.2%
4.2%
-1.0%
No female directors (%)
1.2%
1.8%
-0.6%
Female rep. 30% of directors (%)
45.3%
40.8%
4.5%
Accounting flag (%)
21.6%
32.3%
-10.7%
Pay flag (%)
4.4%
6.9%
-2.5%
Ownership and control flag (%)
1.0%
11.7%
-10.7%
Reputational risk
Very severe controversy exposure
Portfolio
Benchmark
Active
Overall reputation risk
0.0%
3.4%
-3.4%
Environmental (%)
0.0%
1.2%
-1.2%
Customer (%)
0.0%
0.0%
Human rights (%)
0.0%
0.0%
Labor (%)
0.0%
1.2%
-1.2%
Governance (%)
0.0%
1.7%
-1.7%
Governance risk: global percentile
57.8%
44.9%
Leaders
Average
18.6%
2.5%
Portfolio
31.0%
Laggards
11.6%
Not covered
Benchmark
Laggards: 9.2% less than the benchmark
Leaders: 12.9% greater than the benchmark
Source: Liontrust / Factset, 31 July 2020
14 - Liontrust Monthly Income Bond Fund

Paperturn



Powered by


Full screen Click to read
Paperturn flip book
Search
Overview
Download as PDF
Print
Shopping cart
Full screen
Exit full screen