Liontrust to launch sustainable multi-asset UCITS
Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.
The new fund will seek to identify companies which help to create a cleaner, safer and healthier society for the future by identifying the key structural growth mega-trends that will shape the sustainable global economy of the future, and 21 investment themes to capture opportunities within these.
The managers will invest 40% to 60% of the Fund in equities, 20% to 50% in bonds and up to 20% in cash. The ranges are the same as those used for the UK-domiciled Liontrust SF Cautious Managed strategy but with geographical exposures adjusted for non-UK investors.
The Liontrust GF Sustainable Future Multi-Asset Global Fund, classified as SFDR Article 9, will be managed by Liontrust’s head of sustainable investment Peter Michaelis and fund manager Simon Clements.
Mr Michaelis said: “The Liontrust Sustainable Investment team has been managing multi-asset funds in the UK for over two decades. 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 are excited to bring this new multi-asset fund to our European clients, with an opportunity to seek strong returns while benefiting society.”
Liontrust Sustainable Future funds currently have over EUR 14bn under management across multi-asset, equity and fixed income strategies.
Liontrust Asset Management, which was launched in 1995, is a specialist fund management group with shares quoted on the London Stock Exchange. Liontrust has £34bn in assets under management (as at 12 July 2021).