Liontrust Sustainable Future Funds - Annual Review 2017 - Page 10



A focused, well-resourced and experienced team
Meet our team
The Funds are managed by the Sustainable Investment team. This integrated team covers global, UK and European
equities, corporate bonds, and managed portfolios. The equity team is based in London and fixed income in Edinburgh.
Equities
Fixed Income
Peter Michaelis, Simon Clements and Neil Brown are
the lead managers of a team of experienced investment
professionals. They transferred to Liontrust from Alliance
Trust Investments (ATI) in April 2017 and were previously
running the Sustainable Future Fund range at Aviva
Investors. Peter, with 16 years’ experience in investing,
was previously Head of SRI at Aviva Investors and has
been running the funds since their launch in 2001. Simon
has been in fund management for 18 years and was
previously Head of Global Equities at Aviva Investors.
Neil has 14 years’ experience in financial markets and
was an SRI Fund Manager at Aviva Investors.
Stuart Steven, Kenny Watson and Aitken Ross are the
lead fixed income fund managers and have more
than 50 years of combined investment experience
in managing fixed income. They also transferred to
Liontrust from Alliance Trust Investments (ATI) in April
2017. Stuart has 25 years of fixed income investment
experience and was previously Investment Director at
Scottish Widows Investment Partnership. Kenny has 26
years of fund management experience and was formerly
at Ignis Asset Management where he was responsible
for the sub investment grade bond portfolios. Aitken has
six years of financial experience and started his career
in the graduate scheme at ATI.
Neil Brown
Peter Michaelis
10 - Liontrust Sustainable Future Funds: Annual Review 2017
Simon Clements
Harriet Parker
Hannah Jones
Mike Appleby
Laurie Don
Investment Manager
Telecommunications
Investment Analyst
Investment Manager
Energy & Utilities
Investment Manager
Healthcare
Jack Willis
Assistant Investment Manager
Fixed Income
Chris Foster
Sinead Lennon
Martyn Jones
Investment Analyst
Financials
Corporate Governance
Manager
Investment Analyst
Kenny Watson
Stuart Steven
Consumer Staples &
Consumer Discretionary
Aitken Ross
Liontrust Sustainable Future Funds: Annual Review 2017 - 11





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