Liontrust Sustainable Future Managed Growth Fund

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

Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation

Category GBP Allocation 80%+ Equity
Sustainability Focus
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

297.00p

arrow-up1.75p (+0.59%)

Fund Code

ALEPA

3002962

GB0030029622

Prices updated as at 09 May 2025
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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 globally.
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.

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 1514.3111.07
31 Mar 15 - 31 Mar 16-1.88-3.53
31 Mar 16 - 31 Mar 1723.4118.97
31 Mar 17 - 31 Mar 186.392.25
31 Mar 18 - 31 Mar 1916.874.55
31 Mar 19 - 31 Mar 203.83-9.43
31 Mar 20 - 31 Mar 2141.7832.92
31 Mar 21 - 31 Mar 225.096.16
31 Mar 22 - 31 Mar 23-7.53-4.01
31 Mar 23 - 31 Mar 2420.1412.64
31 Mar 24 - 31 Mar 25-5.512.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day1.0351.05
1 Month6.9661.39
3 Months-9.46-5.49
6 Months-4.00-1.20
1 Year-2.082.46
3 Years annualised5.264.86
5 Years annualised7.277.92
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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.


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