This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
258.94p
-0.38p (-0.15%)
Fund Code
ALSGA
3002876
GB0030028764
Prices updated as at 13 May 2025
Prices in GBX
Investment objective
The Fund aims to deliver capital growth over the long-term (5 years or more) by actively investing in securities that make a positive contribution towards sustainable development. Sustainable development is defined as meeting the needs of the present without compromising the ability of future generations to meet their own needs. Sustainable development rests on three pillars: environmental, social and economic, which need to progress in parallel to succeed. The Fund will invest at least 80% in companies which are incorporated, domiciled or conduct significant business in the United Kingdom (UK).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Liontrust Fund Partners LLP
Fund launch date
19 Feb 2001
Domicile
United Kingdom
UCITS
Yes
Lead manager
Peter Michaelis
Lead manager start date
19 Feb 2001
Lead fund manager biography
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).
Lead manager
Martyn Jones
Lead manager start date
04 Nov 2019
Lead fund manager biography
Martyn Jones is Lead Fund Manager of the Liontrust Sustainable Future European Growth Fund and Liontrust Sustainable Future Pan-European Growth Fund. He joined Liontrust in 2017 following the acquisition of Alliance Trust Investments and became a Portfolio Manager in November 2019. Prior to Liontrust, Martyn spent five years at Alliance Trust Investments initially as a Graduate Trainee, and then as an Analyst with the Sustainable Investment team. Martyn has an MA (Hons) in Management from the University of Glasgow and a Masters in Sustainability Leadership at the University of Cambridge. Martyn has completed the IMC and is a CFA Charterholder.
Head office
Liontrust Fund Partners LLP
2 Savoy Court London WC2R 0EZ
London
United Kingdom
NULL
Got a question?
Get in touch
we're here to help:
+352 464010600
Mon-Fri 8am to 6pm