Liontrust Sustainable Future Funds - Annual Review 2017 - Page 12



O
ur investment themes identify positive
and persistent structural trends within
the global economy and we believe
companies aligned with these will see
strong and predictable growth. Overall, we have 22
themes split into three broad groups, More efficient,
Healthier and with higher quality of life, and Safer and
more resilient.
Thematic analysis
More efficient
Healthier and with higher
quality of life
Improving the efficiency
of energy use
Providing affordable
healthcare globally
Improving sanitation and
access to clean water
Connecting people
Increasing electricity
generation from
renewable sources
Improving industrial processes
Increasing waste treatment
and recycling
Improving the fuel
efficiency of cars
Safer and more resilient
Increasing financial resilience
Leading in governance
Delivering healthier foods
Improving auto safety
Enhancing digital security
Building better homes
Better monitoring of supply
chains and quality control
Providing education
services and content
Enabling innovation within
the healthcare system
Enabling healthier lifestyles
Reducing pollution from
cars and industry
Making food production
sustainable
Accelerating the transition
to lower carbon fuels
Making transportation
more efficient
Liontrust Sustainable Future Funds: Annual Review 2017 13





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