Liontrust GF SF US Growth Fund Launch Sales Aid - Flipbook - Page 2
Liontrust GF Sustainable Future
US Growth Fund
The Irish-domiciled Liontrust GF Sustainable Future US Growth Fund
will be managed by Chris Foster and Simon Clements, will invest in
40 to 50 stocks and will be Article 9 under SFDR.
The Fund is being launched in response to client demand. Clients have
been requesting a strategy focused on the US for a number of years.
The Liontrust Sustainable Investment team has more than 20 years’
experience investing in the US through their global growth strategies.
The model portfolio, which has a mid cap bias, has 44 stocks:
• 28 companies held by the Liontrust SF Global Growth and GF
SF Global Growth funds
• 16 companies not currently held by the Liontrust SF Global
Growth and GF SF Global Growth funds
2 - Liontrust GF Sustainable Future US Growth Fund
The Liontrust GF SF US Growth Fund will be managed using the
Liontrust Sustainable Future process that has a track record of
more than 21 years and taking advantage of the knowledge and
analysis of the 17-strong Sustainable Investment team. Since 2001,
the process has been applied to identify companies to help create
a cleaner, safer and healthier world and to generate attractive
returns for investors through identifying the key structural growth
trends that will shape the sustainable economy of the future.