Liontrust Sustainable Future Defens

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 122.40 Day Change GBX +0.50 (0.41%)
Price Date 26 May 2017 Crown Rating
Shares Class Inc. Yield 1.93 %
Total Expense Ratio 0.00 Fund Size 23,040,896.47
Launch Date 23/07/2014 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 (%) 0.00
ISIN GB00BMN90635 Min TopUp (£) 25,000.00

Fund Objective

The Fund aims for long-term growth and to produce some income. It will invest in a broad range of worldwide investments based on the fund manager's view of their long term return prospects. Typically, 45% of the Net Asset Value of the Fund will be invested in global equities and 55% in bonds and cash. For full investment objective and policy details please refer to the Prospectus.

Fund Managers

Simon Clements
Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.