Quick Stats

Bid Price - Offer Price -
Mid Price GBX 196.90 Day Change GBX +0.80 (0.41%)
Price Date 17 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 1.28 %
Total Expense Ratio 0.85 Fund Size 299,035,600.00
Launch Date 19/02/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.85
ISIN GB0030028764 Min TopUp (£) 25,000.00

Fund Objective

The Fund aims for long term capital growth and will invest in the shares of a broad range of UK companies based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our rules for environmental and social responsibility. For full investment objective and policy details please refer to the Prospectus.

Fund Managers

Peter Michaelis
Peter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment. 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 worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.
Neil Brown
Neil has worked in investment for over 14 years. Before joining Liontrust in April 2017, Neil spent five years at Alliance Trust Investments as SRI Investment Manager. Neil’s investment career started at Pensions & Investments Research Consultants where he was a senior researcher. In 2004, he moved to Threadneedle Asset Management where, as well as having the role of Pan European Equity Analyst, he was also Head of Governance and Responsible Investment. Neil then moved Aviva Investors in 2008 where, most recently, he was an SRI Fund Manager. Neil is lead fund manager on the SF European Growth OEIC and SF Pan European SICAV. He is co-fund manager on the SF UK Growth and UK Ethical funds. Neil has an MSc in Development Economics from the School of African & Oriental Studies and a BA (Hons) in Economics from the University of Manchester. He holds the CFA Society of the UK Investment Management Certificate. Neil is also the immediate past Chair of the UN Principles for Responsible Investment Integration Working Group.