liontrust SF Managed Growth Impact Report Q2 2020 - Page 3



Exposure to positive sustainability investment trends
We look to invest in companies which are making a positive contribution to our economy by making our economy
either cleaner, healthier or safer. Exposure to 18 of our 20 investment themes investment themes is shown below.
Exposure to sustainable themes
7.3%
Theme
11.8%
2.7%
3.2%
9.8%
3.3%
Better
Resource
Efficiency
30%
3.5%
4.6%
Greater
Safety and
Resilience
31%
12.0%
2.5%
3.1%
3.8%
7.8%
10%
Improving industrial and agricultural processes
4%
Increasing waste treatment and recycling
2%
Improving management of water
2%
Making transport more efficient
1%
Increasing electricity from renewable sources
Enabling innovation in healthcare
3.7%
8%
Connecting people
2.3%
4%
Providing affordable healthcare
3%
Enabling healthier lifestyles
2%
Providing education
2%
Delivering healthier foods
1.6%
1.3%
2.0%
Improving the efficiency of energy use
12%
Improved Health
31%
13.8%
12%
14%
Increasing financial resilience
5%
Leading ESG management
4%
Saving for the future
3%
Insuring a sustainable economy
3%
Enhancing digital security
3%
Improving auto safety
7%
Cash
Source: Liontrust / Factset, 30 June 2020
Liontrust SF Managed Growth Fund - 3

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