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The Fund aims to achieve capital growth over the long term (five years or more) by investing globally in sustainable securities. The Investment Adviser will seek to achieve the investment objective of the Fund through investing globally in equities, corporate and government bonds that provide or produce sustainable products and services as well as having a progressive approach to the management of ESG issues. At least 90% of the Fund’s holdings are assessed using the sustainability assessment process outlined below in the section headed “Investment Strategy” and given an ESG rating.
Name | Title | Since | Until |
---|---|---|---|
Simon Clements | Portfolio Manager | 2021 | Now |
Biography | Simon Clements also transferred to Liontrust in 2017 having spent five years at Alliance Trust Investments. Prior to this, he spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was head of global equities. Earlier in his career, he worked as a portfolio accountant and risk and performance analyst before joining Aviva Investors in 2000 to help develop its global equity and socially responsible investment propositions. He is currently the lead manager of the SF Global Growth fund and the SF Absolute Growth fund, and co-manager on the SF Managed, SF Cautious Managed and SF Defensive Managed funds. He holds a BA in economics from the University of Newcastle, Australia and a graduate diploma in applied finance and investment from the Securities Institute of Australia. | ||
Peter Michaelis | - | 2021 | Now |
Biography | Peter Michaelis joined Liontrust in April 2017 as part of 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 (previously Morley Fund Management), 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. |
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