Liontrust Sustainable Future Funds - Annual Review 2017 - Page 9



Our funds
Discrete performance (%)
12 months ending
Quartile Rankings to 31.12.2017
Peer Groups
Liontrust Sustainable
Future Global Growth
Liontrust Sustainable Future
European Growth
Liontrust Sustainable
Future UK Growth
IA Global
Equities
IA Europe
ex UK
IA UK All
Companies
1 Year
1
1
1
3 Years
2
1
1
5 Years
2
2
1
7 Years
2
2
1
3
2
2
Liontrust Sustainable
Future Absolute Growth
IA Flexible
Investments
1
1
1
1
2
Liontrust Sustainable
Future Managed
IA Mixed 40%
- 85% Equities
1
1
1
1
1
Liontrust Sustainable
Future Cautious Managed
IA Mixed 40%
- 85% Equities
1
2
-
-
-
Liontrust Sustainable
Future Defensive Managed
IA Mixed 20%
- 60% Equities
1
1
-
-
-
Liontrust Sustainable
Future Corporate Bond
Liontrust UK Ethical
Liontrust Monthly
Income Bond
IA Sterling
Corporate Bond
IA UK All
Companies
IA Sterling
Corporate Bond
1
1
1
1
1
1
1
1
1
1
1
1
2
2
-
Source: Financial Express, as at 31.12.17, total return (net of fees, income/interest reinvested), primary share class, in GBP. Discrete data is not
available for five full 12 month periods for Sustainable Future Cautious Managed Fund and Sustainable Future Defensive Managed Fund due to
the launch date of the portfolio. *Manager inception date of the SF Corporate Bond is 20.08.2012
Past performance is not a guide to future performance, investments can result in total loss of capital. Please refer to
the Key Risks section for more information.
8
Liontrust Sustainable Future Funds: Annual Review 2017
Dec-17
Dec-16
Dec-15
Dec-14
Dec-13
Liontrust Sustainable Future Global Growth
18.8
17.3
6.5
7.7
24.9
MSCI World
11.8
28.2
4.9
11.5
24.3
IA Global
14.0
23.3
2.8
7.1
21.7
Liontrust Sustainable Future European Growth
19.8
16.0
12.4
-2.6
26.1
MSCI Europe ex UK
15.8
18.6
5.1
-0.7
25.3
IA Europe Excluding UK
17.3
16.4
9.3
-0.9
26.1
Liontrust Sustainable Future UK Growth
20.7
8.0
9.8
1.9
34.6
MSCI UK
11.7
19.2
-2.2
0.5
18.4
IA UK All Companies
14.0
10.8
4.9
0.6
26.2
Liontrust Sustainable Future Absolute Growth
18.1
15.0
5.4
6.1
23.5
IA Flexible Investment
11.2
13.8
2.0
4.9
14.5
Liontrust Sustainable Future Managed
16.1
11.8
6.1
6.0
22.1
IA Mixed Investment 40-85% Shares
10.0
12.9
2.7
4.9
14.5
Liontrust Sustainable Future Cautious Managed
13.4
9.7
4.9
-
-
IA Mixed Investment 40-85% Shares
10.0
12.9
2.7
-
-
Liontrust Sustainable Future Defensive Managed
11.9
9.3
3.7
-
-
IA Mixed Investment 20-60% Shares
7.2
10.3
1.2
-
-
Liontrust Sustainable Future Corporate Bond
7.2
10.5
0.5
9.8
1.8
iBoxx Sterling Corporate
5.0
11.8
0.6
12.3
1.9
IA Sterling Corporate Bond
5.1
9.1
-0.3
9.8
0.6
Liontrust UK Ethical
22.5
4.5
10.6
2.0
35.5
MSCI UK
11.7
19.2
-2.2
0.5
18.4
IA UK All Companies
14.0
10.8
4.9
0.6
26.2
Liontrust Monthly Income Bond
8.9
9.4
1.4
7.4
2.6
iBoxx Sterling Corporates 5-15 years
5.7
10.8
1.2
12.6
1.9
IA Sterling Corporate Bond
5.1
9.1
-0.3
9.8
0.6
10 Years
2015, Investment Week Best
Sustainable Investment Fund,
Liontrust SF Managed Fund
2015, Investment Week Best
Sustainable Investment Management
Group, Liontrust SF Team
2017, Camradata Asset View
Awards 2017, UK Growth Funds,
Liontrust SF UK Growth Fund
Liontrust Sustainable Future Funds: Annual Review 2017
9





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