Liontrust Sustainable Investment Annual Review 2022 - Flipbook - Page 12
Performance of our funds - quartile rankings to 31.12.22
Sector
1 year
3 years
5 years
10 years
Sustainable Future Managed
IA Mixed Investment 40-85% Shares
4
2
1
1
Sustainable Future Cautious Managed
IA Mixed Investment 40-85% Shares
4
4
2
0
Sustainable Future Defensive Managed
IA Mixed Investment 20-60% Shares
4
4
1
0
Sustainable Future Managed Growth
IA Flexible Investment
4
1
1
1
Sustainable Future Global Growth
IA Global
4
3
1
1
Sustainable Future European Growth
IA Europe Excluding UK
4
4
4
4
Sustainable Future UK Growth
IA UK All Companies
4
4
3
1
UK Ethical
IA UK All Companies
4
4
3
1
Sustainable Future Corporate Bond*
IA Sterling Corporate Bond
4
4
4
2
Monthly Income Bond Fund
IA Sterling Corporate Bond
2
2
2
1
GF SF Pan-European Growth Fund**
FE Peer Group
4
4
4
3
GF SF European Corporate Bond Fund**+
FE Peer Group
3
4
N/A
N/A
GF SF Global Growth Fund+^
FE Peer Group
4
3
N/A
N/A
Performance in 2022 was poor for the SF strategies and this has also
affected 3-year rankings. Longer term however, the picture remains
strong with 6 out of 9 first quartile over 10 years. For more detailed
commentary on performance for each strategy please refer to the
factsheets [HYPERLINK]
Source: FE Analytics, primary share classes, total return (net of fees, income/interest reinvested). Funds versus comparator benchmark quartiles as at 31.12.22,
generated 07.01.23 *Manager inception date 20.08.12. ** In Euros. +GF SF European Corporate Bond Fund launched 29.05.18 and GF SF Global Growth
Fund launched 12.11.19 ^ In US dollars.
Past performance is not a guide to future performance. The value of an investment and the income generated from it can fall as well as rise and is not guaranteed.
You may get back less than you originally invested. Please refer to the Key Risks page for more information
12 - Liontrust Sustainable Investment: Annual Review 2022