Liontrust Sustainable Future Funds - Annual Review 2019 - Page 10



Performance of our funds - IA quartile rankings to 31.12.19
Sector
Liontrust Sustainable Future UK Growth
Liontrust UK Ethical
IA UK All Companies
IA UK All Companies
Liontrust Sustainable Future Global Growth
Liontrust Sustainable Future European Growth
Liontrust Sustainable Future Corporate Bond*
Liontrust Monthly Income Bond
IA Global
IA Europe ex UK
IA Sterling Corporate Bond
IA Sterling Corporate Bond
Liontrust Sustainable Future Managed
Liontrust Sustainable Future Cautious Managed
Liontrust Sustainable Future Defensive Managed
Liontrust Sustainable Future Managed Growth**
Liontrust GF SF Pan-European Growth***^
Liontrust GF SF European Corporate Bond***
Liontrust GF SF Global Growth+
IA Mixed 40% - 85% Shares
IA Mixed 40% - 85% Shares
IA Mixed 20% - 60% Shares
IA Flexible Investment
FE Offshore regulated peer group
FE Offshore regulated peer group
FE Offshore regulated peer group
1
year
1
1
1
1
1
3
1
1
1
1
1
1
N/A
3
years
1
1
1
1
1
1
1
1
1
1
2
N/A
N/A
5
years
1
1
1
1
1
1
1
1
1
1
2
N/A
N/A
7
years
1
1
1
2
1
2
1
N/A
N/A
1
2
N/A
N/A
Discrete returns (%) - To previous quarter 12 months ending
10
years
1
1
2
2
N/A
N/A
Dec 19
Dec 18
Dec 17
Dec 16
Dec 15
Liontrust Sustainable Future UK Growth 2 Acc
30.2
-6.7
20.7
8.0
9.8
MSCI UK Index
16.4
-8.8
11.7
19.2
-2.2
IA UK All Companies
22.3
-11.2
14.0
10.8
4.9
Liontrust UK Ethical 2 Acc
37.8
-7.3
22.5
4.5
10.6
MSCI UK Index
16.4
-8.8
11.7
19.2
-2.2
IA UK All Companies
22.3
-11.2
14.0
10.8
4.9
Liontrust Sustainable Future Global Growth 2 Acc
29.4
1.3
18.8
17.3
6.5
MSCI World Index
22.7
-3.0
11.8
28.2
4.9
IA Global
21.9
-5.7
14.0
23.3
2.8
Liontrust Sustainable Future European Growth 2 Acc
25.9
-14.8
19.8
16.0
12.4
MSCI Europe ex UK Index
20.0
-9.9
15.8
18.6
5.1
IA Europe Excluding UK
20.3
-12.2
17.3
16.4
9.3
Liontrust Sustainable Future Corporate Bond 2 Inc
11.8
-3.6
7.2
10.5
0.5
iBoxx Sterling Corporate All Maturities Index
11.0
-2.2
5.0
11.8
0.6
IA Sterling Corporate Bond
9.5
-2.2
5.1
9.1
-0.3
Liontrust Monthly Income Bond B Gr Inc
9.4
-3.0
8.9
9.4
1.4
10.7
-1.7
5.7
10.8
1.2
IA Sterling Corporate Bond
9.5
-2.2
5.1
9.1
-0.3
Liontrust Sustainable Future Managed 2 Inc
24.7
-0.5
16.1
11.8
6.1
IA Mixed Investment 40-85% Shares
15.8
-6.1
10.0
12.9
2.7
Liontrust Sustainable Future Cautious Managed 2 Inc
19.5
-2.2
13.4
9.7
4.9
IA Mixed Investment 40-85% Shares
15.8
-6.1
10.0
12.9
2.7
Liontrust Sustainable Future Defensive Managed 2 Inc
16.8
-2.2
11.9
9.3
3.7
IA Mixed Investment 20-60% Shares
11.8
-5.1
7.2
10.3
1.2
Liontrust Sustainable Future Managed Growth 2 Acc
26.4
1.1
18.1
15.0
5.4
IA Flexible Investment
15.7
-6.7
11.2
13.8
2.0
Liontrust GF Sustainable Future Pan-European Growth A1 Acc++
32.4
-17.0
13.6
-4.5
17.0
MSCI Europe Index
26.0
-10.6
10.2
2.6
8.2
Liontrust GF Sustainable Future European Corporate Bond A5
Acc++>
7.3
N/A
N/A
N/A
N/A
iBoxx Euro Corporates All Maturities Index
6.3
N/A
N/A
N/A
N/A
iBoxx Sterling Corporates 5-15 years Index
1
N/A
N/A
1
2
N/A
N/A
Source: FE Analytics, as at 31.12.19, total return (net of fees, income/interest reinvested), primary share class, in GBP apart from where stated. Funds versus
comparator benchmarks. ++In euros. >Discrete data is not available for five full 12 month periods due to the launch date of the portfolio.
Source: FE Analytics, as at 31.12.19, total return (net of fees, income/interest reinvested), primary share class, in GBP apart from where stated. Quartiles correct
as at 13.01.20 *Manager inception date 20.08.12. **From 10.02.20, the Sustainable Future Absolute Growth Fund changed its name to Sustainable Future
Managed Growth. ***In Euros. ^The Luxcellence – Liontrust SF Pan-European Equity Fund, which had launched on 14.03.01, merged into the Liontrust GF
Sustainable Future Pan-European Growth Fund, which launched on 19.10.18.+The GF SF Global Growth Fund launched on 12.11.19.
Past performance is not a guide to future performance, investments can result in total loss of capital.
10 - Liontrust Sustainable Investment: Annual Review 2019
Please refer to the Key Risks section for more information.
Liontrust Sustainable Investment: Annual Review 2019 - 11

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