Liontrust Sustainable Future Managed Growth Fund Class 2 Net Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
296.91p
-0.60p (-0.20%)
Fund Code
ALEPA
3002962
GB0030029622
Prices updated as at 27 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 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 80%+ Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 14.31 | 11.07 |
| 31 Mar 15 - 31 Mar 16 | -1.88 | -3.53 |
| 31 Mar 16 - 31 Mar 17 | 23.41 | 18.97 |
| 31 Mar 17 - 31 Mar 18 | 6.39 | 2.25 |
| 31 Mar 18 - 31 Mar 19 | 16.87 | 4.55 |
| 31 Mar 19 - 31 Mar 20 | 3.83 | -9.43 |
| 31 Mar 20 - 31 Mar 21 | 41.78 | 32.92 |
| 31 Mar 21 - 31 Mar 22 | 5.09 | 6.16 |
| 31 Mar 22 - 31 Mar 23 | -7.53 | -4.01 |
| 31 Mar 23 - 31 Mar 24 | 20.14 | 12.64 |
| 31 Mar 24 - 31 Mar 25 | -5.51 | 2.51 |
Trailing returns (%)
| Year | This fund | GBP Allocation 80%+ Equity |
|---|---|---|
| 1 Day | -0.20 | -0.04 |
| 1 Month | 3.86 | 4.45 |
| 3 Months | -5.04 | -3.03 |
| 6 Months | -6.22 | -1.79 |
| 1 Year | -0.77 | 3.16 |
| 3 Years annualised | 6.29 | 5.84 |
| 5 Years annualised | 5.95 | 7.20 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
