Liontrust GF SF US Growth Fund Launch Sales Aid - Flipbook - Page 6
Stock examples
TREX
01
CHARACTERISTICS
02
THEME
B3
Delivering a circular
material economy
95%
of materials are from
recycled sources
MASIMO
01
SUSTAINABILITY
MATRIX
42% fewer GHG
emissions and
48% fewer air
pollutants vs traditional
wood products
02
SUSTAINABILITY
MATRIX
Enabling innovation
in healthcare
#1 market share
26% ROIC
03
VALUATION
UPSIDE
15x P/E 2028
15% IRR
12% revenue growth
03
BUSINESS
FUNDAMENTALS
03
18% ROIC
B2
60%
#1 market share in
pulse oximetry
01
BUSINESS
FUNDAMENTALS
CHARACTERISTICS
THEME
PTC
03
VALUATION
UPSIDE
94%
11% Sales Growth
35x P/E
14% EPS Growth
CHARACTERISTICS
THEME
02
Improving the resource
efficiency of industrial
and agricultural
processes
100%
6 - Liontrust GF Sustainable Future US Growth Fund
SUSTAINABILITY
MATRIX
03
BUSINESS
FUNDAMENTALS
35% Return on equity
B3
13% Revenue
14% EPS
03
VALUATION
UPSIDE
13%
Annualised
upside
23x P/E