Liontrust GF SF US Growth Fund Launch Sales Aid - Flipbook - Page 7
Track record
Total return over five years (%)
125%
112.3%
100%
87.1%
75%
85%
c.38%
Over five years, the US
allocation has driven
85% of the total return
despite being representing
59% of the SF Global Growth
Fund on average
US portion of the
SF Global Growth Fund
outperformed by c.38%
cumulatively over five years
50%
25%
0%
US portion of Liontrust
Sustainable Future Global
Growth Fund*
MSCI USA Net GBP**
Source: *Source: Liontrust/FactSet, 31.03.23. GBP. Bottom up Buy & Hold methodology, gross of fees & costs. Daily MSCI pricing for
the 13 most recent months, monthly pricing beforehand. Grouping Methodology: Countries are defined primarily using the MSCI Country
classification (grouped monthly), overrides andor manual classifications may be applied to individual securities. ** Source: FactSet,
31.03.23. Please note the US Equity return does not include a cash allocation/weighting. Compliance with any rulesregulation
constraints (i.e. UCITS) has not been tested. Past performance is not a guide to future performance. The value of an investment and the
income generated from it can fall as well as rise and is not guaranteed. You may get back less than you originally invested. Please refer
to the Key Risks slide for more information
Meet the investment managers
Chris Foster is a fund manager who joined Liontrust in April
2017 as part of the acquisition of Alliance Trust Investments
(ATI). Previously, Chris joined ATI through the management
training programme after graduating with a First Class Honours
degree in Economics and Mathematics from the University of
Edinburgh. Chris is a CFA Charterholder. Chris has 10 years’
industry experience and has been part of the Liontrust Sustainable
Investment team for eight years.
Simon Clements is a fund manager who joined Liontrust in April
2017 as part of the acquisition of Alliance Trust Investments (ATI),
where he had managed funds for five years. Prior to this, 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 in 2000
to help develop its global equity and SRI propositions. Simon has
27 years’ industry experience and has been part of the Liontrust
Sustainable Investment team for 13 years. He holds a Bachelor
of Economics from the University of Newcastle, Australia, and a
graduate diploma in Applied Finance & Investment from Securities
Institute of Australia. Simon is a CFA Charterholder.
Liontrust GF Sustainable Future US Growth Fund - 7