Liontrust Sustainable Future Managed Growth Fund Class 3 Net Accumulation header image

Liontrust Sustainable Future Managed Growth Fund Class 3 Net Accumulation

Fund

ISIN GB0030029846 / Valor 1223357

NAV (2025-02-07)
GBP 4.75-0.57%

Liontrust Sustainable Future Managed Growth Fund Class 3 Net Accumulation
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General Objective

The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities. The Fund is actively managed without reference to any benchmark, allowing the Investment Adviser full discretion over the portfolio composition.

Fund Exposure

The Fund will invest globally in securities that provide or produce sustainable products and services, with a progressive approach to ESG issues. Asset allocation ranges include 60-100% in equities, 0-20% in fixed income, and 0-20% in cash. The Fund may also invest in collective investment schemes, money market instruments, and use derivatives for efficient portfolio management.

Risks

This Fund may not be suitable for investors planning to withdraw their money within 5 years due to its long-term capital growth objective. Investors should be aware of the varying asset allocation and potential risks associated with investing in sustainable securities.

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Source

https://www.liontrust.co.uk/funds/sustainable-future-managed-growth-fund

Tags:
Sustainable global equity

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OTHER SHARE CLASSES OF THIS FUND

Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation
Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation Valor: 1223570
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Annual Return

-50%0%+50%

Risk level

110
-0.57%GBP 3.26