Liontrust Sustainable Future Funds - Annual Review 2017 - Page 27



Impacts: social indicators, controversies
We analysed data from Sustainalytics, which scores
companies on controversy incidents, such as employeerelated, supply chain, customer and community incidents.
Social indicators: Customer related incident scores (highest score is best)
A higher score reflects better managed businesses with
fewer controversies.
SF UK Growth
88
UK Benchmark
80
% difference
10%
Social indicators: employee related incident scores (highest score is best)
SF European Growth
SF UK Growth
95
UK Benchmark
Europe ex UK Benchmark
86
% difference
86
78
% difference
10%
10%
SF Global Growth
SF European Growth
93
Europe ex UK Benchmark
Global Benchmark
88
% difference
86
77
% difference
6%
11%
0
SF Global Growth
97
Global Benchmark
20
40
60
80
100
Social indicators: society and community related incident scores (highest score is best)
89
% difference
SF UK Growth
8%
0
20
40
60
80
100
95
UK Benchmark
82
% difference
16%
Social indicators: supply chain related incident scores (highest score is best)
SF European Growth
SF UK Growth
97
UK Benchmark
90
% difference
95
Europe ex UK Benchmark
84
% difference
13%
9%
SF Global Growth
SF European Growth
96
Europe ex UK Benchmark
93
% difference
97
Global Benchmark
87
% difference
3%
12%
0
20
40
60
80
100
Source: S
ustainalytics Social Score metrics; weighted averages, normalised by proportion of data, only companies with data included.
SF Global Growth
98
Global Benchmark
94
% difference
4%
0
20
26 Liontrust Sustainable Future Funds: Annual Review 2017
40
60
80
100
As can be seen from the charts, the aggregated, weighted
portfolio scores for the Sustainable Future Funds are better
than the conventional benchmark weighted averages
on all these measures – which means companies in
the Funds rate better on these metrics than the market
average. On average, these scores were 9% better in
the Funds compared to conventional benchmarks.
Liontrust Sustainable Future Funds: Annual Review 2017 27





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