Liontrust Sustainable Future Managed Fund

Select share classes

Liontrust Sustainable Future Managed Fund Class 2 Net Income

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

197.13p

arrow-up0.96p (+0.49%)

Fund Code

ALSMA

3003039

GB0030030398

Prices updated as at 29 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to deliver income and capital growth over the long term (5 years or more) through investment in sustainable securities. The Fund will invest 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. Allocations to equities, fixed income, and cash will vary over time depending on market circumstances. Asset allocation limits will remain in line with the following asset allocation ranges: Equity – 60-85%; Fixed income – 10-40%; Cash – 0-10%.

Annual charges

Product charges
0.85
0.11
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 18 Apr 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Short Report 31 Jan 2023pdf
Interim Reports 30 Nov 2012pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.