Liontrust GF SF US Growth Fund Launch Sales Aid - Flipbook - Page 4
Volatility creates opportunity
5-year average
Return on equity
5-year revenue
CAGR
De-rating from peak
EV/sales multiple
5-year
Upside
22%
21%
-41%
93%
24%
17%
-45%
96%
15%
17%
-48%
90%
36%
14%
-54%
76%
17%
21%
-63%
102%
Source: Liontrust, Bloomberg as at 16.05.23. All use of company logos, images or trademarks in this presentation are for reference
purposes only
Model portfolio market cap split
comparison to the index
50%
GF Sustainable Future US Growth model portfolio
MSCI US Index
40%
30%
20%
10%
0%