Liontrust Monthly Income Bond Impact Report Q2 2020 - Page 7



Climate change: portfolio data on carbon, solutions and fossil fuels
Carbon emissions of fund as compared to the
conventional benchmark
We can see from the chart below that the investments in the fund
emit 41.0% less carbon emissions (tCO2e) than the market it invests
in. When looking at the carbon intensity of the investments, the fund
has a carbon intensity (tCO2e / $M sales) that is 49.5% lower
than the benchmark.
Companies offering clean technology solutions
This analysis shows that the fund holds 9.9% of companies which
MSCI have determined are providing clean technology solutions
helping reduce emissions. This is marginally less (2.6%) than the
market this fund invests in.
tCO2e
Within the fixed income asset class and owing to nature of the asset
class many investments are to more developed stable companies.
Therefore, is it difficult to obtain material exposure to companies
that overly exposed to cleantech solutions. Usually our exposure to
cleantech solutions will be as a result of investment within a larger more
developed utility.
180
15%
Liontrust Monthly Income Bond Fund
Benchmark: iBoxx £ Corporates 5-15 year
160
12.5%
140
119.0
120
10%
9.9%
100
80
74.9
70.2
60
37.8
40
5%
20
10
0
0%
Carbon Emissions/$M Invested
Carbon Intensity
Source: MSCI Carbon Analytics and Liontrust 31 July 2020
Liontrust Monthly Income
Benchmark: iBoxx £
Bond Fund
Corporates 5-15 year
Source: MSCI Carbon Analytics and Liontrust 31 July 2020
Liontrust Monthly Income Bond Fund - 7

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