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Liontrust extends sustainable multi-asset strategy to Europe

sustainable investing LiontrustLiontrust is extending a sustainable investing multi-asset strategy to European investors with the October 13 launch of the Liontrust GF Sustainable Future Multi-Asset Global Fund.

The fund has the same asset allocation weightings to the firm’s UK-domiciled Liontrust SF Cautious Managed fund, but geographical exposures are adjusted for non-UK investors.

Classified as an SFDR Article 9 fund within the EU’s sustainable investment regulations, the fund  will invest 40% to 60% in equities, 20% to 50% in bonds and up to 20% in cash.

Peter Michaelis, head of sustainable investments, and fund manager Simon Clements will manage the fund and said they would focus on mega-trends that will shape the sustainable economy.

“We believe the equities and bonds of companies whose products and operations capitalise on the transformative changes that our process identifies will experience stronger growth and have better quality management than the market gives them credit for. We use this underappreciated advantage to seek to deliver superior performance,” said Michaelis.

Liontrust sustainable investment team manages around €14 billion across multi-asset, equity and fixed income strategies. “Very few fund management teams have such a long track of sustainable investing and offer SFDR Article 9 multi-asset funds,” the firm said.