Liontrust Sustainable Investment Annual Review 2021 - International - Report - Page 11
Irish-domiciled fund performance (%)*
To previous quarter 12 months ending
Dec 19
Dec 18
Dec 17
Dec 16
Dec 15
Liontrust GF Sustainable Future Pan-European Growth A1 Acc+
32.4
-17.0
13.6
-4.5
17.0
MSCI Europe Index
26.0
-10.6
10.2
2.6
8.2
Liontrust GF Sustainable Future European Corporate Bond A5 Acc+>
7.3
N/A
N/A
N/A
N/A
iBoxx Euro Corporates All Maturities Index
6.3
N/A
N/A
N/A
N/A
Liontrust GF Sustainable Future Global Growth++>
N/A
N/A
N/A
N/A
N/A
MSCI World Index
N/A
N/A
N/A
N/A
N/A
Strategy cumulative performance (%)**
2015
2016
2017
2018
2019
Liontrust Sustainable Team - Monthly Fixed Income
2.1
10.1
9.6
-2.4
10.1
iBoxx Sterling Corporates 5-15 years
1.2
10.8
5.7
-1.7
10.7
Liontrust Sustainable Future - Global Absolute Growth Equities
6.2
15.9
19.1
2.0
27.5
N/A
N/A
N/A
N/A
N/A
Liontrust Sustainable Future Cautious Managed Multi-Asset
5.7
10.5
13.8
-1.3
20.6
IA Mixed Investment 40-85% Shares
2.7
12.9
10.0
-6.1
15.9
Liontrust Sustainable Future - Corporate Fixed Income
1.0
11.1
7.9
-3.0
12.5
iBoxx Sterling Corporate
0.6
11.8
5.0
-2.2
11.0
Liontrust Sustainable Future - Defensive Managed Multi-Asset
4.5
10.1
12.2
-1.9
17.9
IA Mixed Investment 20-60% Shares
1.2
10.3
7.2
-5.1
12.1
Liontrust Sustainable Future - Continental European Growth Equities
13.2
16.9
20.5
-14.1
27.0
MSCI Europe ex-UK Index
5.1
18.6
15.8
-9.9
20.0
Liontrust Sustainable Future - Global Growth Equities
7.2
18.2
19.8
2.2
30.5
MSCI World Index
4.9
28.2
11.8
-3.0
22.7
Liontrust Sustainable Future - Managed Multi-Asset
6.9
12.6
17.0
0.4
25.9
IA Mixed Investment 40-85% Shares
2.7
12.9
10.0
-6.1
15.9
Liontrust Sustainable Future - UK Growth Equities
10.6
8.9
21.8
-5.8
31.4
MSCI UK Index
-2.2
19.2
11.7
-8.8
16.4
Liontrust Sustainable Future - UK Ethical Equities
11.3
5.3
23.5
-6.5
39.0
MSCI UK Index
-2.2
19.2
11.7
-8.8
16.4
Liontrust Sustainable Future - Pan Europe Equities [EUR]
19.2
-2.7
15.8
-15.8
35.0
MSCI Europe Index
8.1
2.6
10.2
-10.6
26.0
n/a
Source: *FE Analytics, as at 31.12.19, total return (net of fees, income/interest reinvested), primary share class, in GBP apart from where stated. Funds versus
comparator benchmarks. **Liontrust. Financial Express and BNY Mellon, as at 31.12.19. Returns are gross of base fees. +In euros. ++The GF SF Global
Growth Fund launched on 12.11.19. >Discrete data is not available for five full 12 month periods due to the launch date of the portfolio.
Please refer to the Key Risks section for more information.
Liontrust Sustainable Investment: Annual Review 2019 - 11
