Liontrust Sustainable Future Defensive Managed Fnd

Select share classes
There is only one type of share class for this fund.

Liontrust Sustainable Future Defensive Managed Fund Class 2 Net Income

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

133.56p

arrow-up0.75p (+0.56%)

Fund Code

ALSDI

BMN9063

GB00BMN90635

Prices updated as at 23 Apr 2024
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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 – 20-50%; Fixed income – 10-60%; Cash – 0-20%.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSimon Clements, Peter Michaelis
136.42
119.91
Fund comparative indexIA Mixed Investment 20-60%Shares
Mixed Investment 20-60% Shares
-
0.90
0.10
0.00
GBP Allocation 20-40% Equity
No
Fund providerLiontrust Fund Partners LLP
Share class launch date23 Jul 2014
£791.96m
-
2.26
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.