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Liontrust Sustainable Future Global Growth 2 Acc

ISIN: GB0030030067 | MEX: NUSGG2 | CITI: GN20

  • Buy 288.13 GBX

  • Sell 288.13 GBX

  • Price Change 0.85050%

Accumulation

Past Performance

  • 23rd Apr 2019 to 23rd Apr 20205.12%
  • 23rd Apr 2020 to 23rd Apr 202143.33%
  • 23rd Apr 2021 to 23rd Apr 2022-5.30%
  • 23rd Apr 2022 to 23rd Apr 2023-1.63%
  • 23rd Apr 2023 to 23rd Apr 202413.53%
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Objectives and Approach

The Fund aims to deliver capital growth over the long term (5 years or more) through investment in sustainable securities.

Key Information

Inception 19th Feb 2001
Historic Yield 0%
Sector IA Global
Fund Size £1525.929mn
Fund Type OEIC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.6245%
Initial Charge 0%
AMC 0.75%
Our Platform Charge
We charge a platform fee starting at 0.35% for the first £250,000 of assets. Our charges for assets above £250,000 are shown on our rates and charges sheet 		0.35%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.35% per annum for Funds (up to £250,000) and Stocks & Shares (min £24 max £240), plus SIPP administration fee (if applicable, only charged if <£30,000 held) - see here 		0.35%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.6245%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -4.37% 4.03% 18.05% 13.53% 5.77% 59.35%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      2,324,192 bytes PDF Document; last updated 29 Feb 2024
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      136,165 bytes PDF Document; last updated 15 Feb 2024
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      2,136,475 bytes PDF Document; last updated 31 Jan 2023
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      1,607,373 bytes PDF Document; last updated 31 Jul 2023
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,056,662 bytes PDF Document; last updated 16 Feb 2023
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      Management Team

      Peter Michaelis Chris Foster Simon Clements

      Peter Michaelis has managed this fund for 23 years and 2 months.

      Peter Michaelis 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).

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Peter

      Name of Security Sole/Co Managed Since
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust SF Mgd Gth Co Feb 2001
      Liontrust SF Eurpn Gth Co Feb 2001
      Liontrust SF Managed Co Feb 2001
      Liontrust SF UK Growth Co Feb 2001
      Liontrust SF Managed Co Feb 2001
      Liontrust SF Caut Mngd Co Jul 2014
      Liontrust SF Dfnsv Mngd Co Jul 2014
      Liontrust UK Ethical Co Feb 2001
      Liontrust SF UK Growth Co Feb 2001

      Chris Foster has managed this fund for 4 years and 1 month.

      Chris Foster 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.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Chris

      Name of Security Sole/Co Managed Since
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust SF Mgd Gth Co Mar 2020
      Liontrust SF Caut Mngd Co Mar 2020

      Simon Clements has managed this fund for 13 years and 4 months.

      Simon Clements 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.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Simon

      Name of Security Sole/Co Managed Since
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust GFSleFteUSGth Co Jul 2023
      Liontrust SF Mgd Gth Co Dec 2001
      Liontrust SF Managed Co Feb 2013
      Liontrust SF Managed Co Feb 2013
      Liontrust SF Caut Mngd Co Jul 2014
      Liontrust SF Dfnsv Mngd Co Jul 2014

      Investment involves risk. You may get back less than invested.