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The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities. The Fund will invest in companies globally and will seek to achieve the investment objective through investment in securities that provide or produce sustainable products and services as well as having a progressive approach to the management of environmental, social and governance (“ESG”) issues. The Fund will typically invest 95% (minimum 90%) in equities or equity related derivatives, but may also invest in collective investment schemes (up to 10% of Fund assets), corporate debt securities, other transferable securities, money market instruments, warrants, cash and deposits.
Name | Title | Since | Until |
---|---|---|---|
Chris Foster | - | 2020 | Now |
Biography | Chris Foster is Co-manager of the Liontrust SF Global Growth Fund, GF SF Global Growth Fund and SF Managed Growth Fund. Chris joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments. Prior to this, Chris joined ATI through the management training programme after graduating with a First Class Honours degree in Economics and Mathematics from the University of Edinburgh. Chris is a CFA Charterholder. | ||
Simon Clements | Portfolio Manager | 2010 | Now |
Biography | Simon Clements joined Liontrust in 2017 following the acquisition of Alliance Trust Investments, where he worked for 5 years. Prior to this, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors in 2000 to help develop its global equity and SRI propositions. Simon is the lead manager of the Liontrust SF Global Growth Fund, GF SF Global Growth and SF Managed Growth Fund, and co-fund manager on the SF Managed, SF Cautious Managed and SF Defensive Managed funds. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. Simon is a CFA Charterholder. | ||
Peter Michaelis | - | 2001 | Now |
Biography | Peter Michaelis joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments, where he was Head of Investment. Peter has been managing money in Sustainable and Responsible Investment for over 20 years. After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he was able to use his experience as a Sustainable and Responsible Investment Analyst and Assistant Portfolio Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead Portfolio Manager on a number of its Sustainable and Responsible Investment funds, before being made Head of Sustainable and Responsible Investment. Peter holds an MA in Physics from Oxford University, an MSc in Energy and Environmental Engineering from the University of Sussex and a PhD in Environmental Economics from the University of Surrey. In addition, he has the CFA Society of the UK Investment Management Certificate (IMC). | ||
Mike Appleby | - | 2006 | 2010 |
Biography | Mike joined Aviva Investors sustainable and responsible investment team in 2004 as a research analyst, and has been a fund manager since 2006. Previously, Mike was head of technology at Electronic Ink, Europe. Prior to that, he was an investment analyst at TASS Management. Mike started his career on Lehman Brothers’ trading desk in London. | ||
Julian Murray | Member | 2001 | 2010 |
Biography | Julian joined Morley Fund Management in May 2001.Previously, he worked for Deutsche Asset Management where he was part of the Global Strategy Team for just under two years. Prior to this role Julian was a Fund Manager in the Japan team at Morgan Grenfell. He holds an MA in Modern History from Oxford University and the IMC. | ||
Linnet Cotterill | Senior Portfolio Manager | 2001 | 2001 |
Biography | Linnet is a Senior Fund Manager within the SRI team. She is responsible for the management of the Americas portions of all the SRI funds. Linnet joined Morley Fund Management in November 2000.Prior to joining MFM she worked for Rothschild Asset Management in London as a Pension Fund Manager and UK Equity Analyst, moving to the Australian office as a Bond and Currency Fund Manager and Analyst. She has also worked at John Govett and Co. in London as Manager of Govett UK Smaller Companies Fund. |
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