Liontrust Sustainable Future Cautious Managed Fund

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

Liontrust Sustainable Future Cautious Managed Fund Class 2 Net Income

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

148.10p

arrow-up0.27p (+0.18%)

Fund Code

ALSCI

BMN9030

GB00BMN90304

Prices updated as at 06 May 2025

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Prices in GBX

Investment objective

The Fund aims to deliver income and capital growth over the long term (5 years or more) by actively investing in companies 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 (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 15	-	-
31 Mar 15 - 31 Mar 16	-1.39	-2.54
31 Mar 16 - 31 Mar 17	15.75	13.31
31 Mar 17 - 31 Mar 18	4.69	0.88
31 Mar 18 - 31 Mar 19	9.09	2.72
31 Mar 19 - 31 Mar 20	-0.66	-7.15
31 Mar 20 - 31 Mar 21	24.96	20.92
31 Mar 21 - 31 Mar 22	0.63	2.71
31 Mar 22 - 31 Mar 23	-9.41	-5.52
31 Mar 23 - 31 Mar 24	10.34	8.45
31 Mar 24 - 31 Mar 25	-1.78	3.46

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	0.18	0.10
1 Month	3.15	2.21
3 Months	-5.31	-2.49
6 Months	-0.54	0.54
1 Year	2.51	4.68
3 Years annualised	1.83	3.15
5 Years annualised	3.20	4.81

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

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