Liontrust Sustainable Future Funds - Annual Review 2017 - Page 18



W
e have been challenged by clients to
measure and disclose more of the
extra-financial aspects of our Funds
to help demonstrate how distinctive
our approach is. In the following sections, we quantify
the exposure to sustainable investment themes, how
these are aligned with the UN’s SDGs, and the
environmental and some social characteristics.
This is an evolving field as there are few complete data
sets and, as yet, no agreed methodology but we have
committed to show what we can. We expect this aspect
of our reporting to improve over time as more meaningful
data become available.
Impacts: Fund exposure to our investment themes
As stated, we look for companies that we anticipate
will experience structural growth and have identified 22
themes, all of which are related to sustainable trends.
specific theme. For it to be strongly associated, the
company must have greater than 50% exposure to the
theme. This means the thematic exposure is an indication
of the positive impact of the Fund through its investment
in these companies.
For a company to be associated with a theme, it must
have more than 20% of its revenues exposed to the
Sustainable Future investment theme exposure: SF Global Growth (%)
23.6
Increasing financial resilience
14.6
Improving the efficiency of energy use
10.9
Enabling innovation within the healthcare system
7.2
Enabling healthier lifestyles
6.9
Connecting people
Providing affordable healthcare globally
5.4
Improving auto safety
5.2
4.3
Enhancing digital security
3.8
Improving industrial processes
Leading in governance
3.1
Increasing electricity generation from renewable sources
3.0
Increasing waste treatment and recycling
2.6
Providing education services and content
2.0
Accelerating the transition to lower carbon fuels
1.9
Making food production sustainable
1.8
Improving sanitation and access to clean water
1.8
Cash
1.9
0
5
10
Source: Liontrust as at 31.12.17. Thematic exposure for each Fund is available on request.
18 Liontrust Sustainable Future Funds: Annual Review 2017
15
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Liontrust Sustainable Future Funds: Annual Review 2017 19





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