Liontrust Sustainable Investment Engagement and Voting Annual Review 2021 - Flipbook - Page 31
Company
E
S
G
CG
Total number of ESG issues raised (Environmental,
Social, Governance, Corporate Governance): 282
Visa
1
Vodafone Group
2
Waste Connections
1
Welsh Water Holdings
1
Whitbread
2
WM Morrison Supermarkets
1
Yorkshire Building Society
2
Zur Rose Group
2
Zurich Insurance Group
1
Key Risks and Disclaimers
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. This document is issued by Liontrust Fund
Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518165)
to undertake regulated investment business. Investment in Funds managed by the Sustainable Future team involves foreign currencies and
may be subject to fluctuations in value due to movements in exchange rates. The value of fixed income securities will fall if the issuer is
unable to repay its debt or has its credit rating reduced. Generally, the higher the perceived credit risk of the issuer, the higher the rate of
interest. Some Funds may invest in derivatives. The use of derivatives may create leverage or gearing. A relatively small movement in the
value of a derivative’s underlying investment may have a larger impact, positive or negative, on the value of a fund than if the underlying
investment was held instead. It should not be construed as advice for investment in any product or security mentioned, an offer to buy or
sell investments mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided
for general information only to demonstrate our investment philosophy. The document contains information and analysis that is believed to
be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content of this
document, no representation or warranty, express or implied, is made by Liontrust as to its accuracy or completeness, including for external
sources (which may have been used) which have not been verified. It should not be copied, forwarded, reproduced, divulged or otherwise
distributed in any form whether by way of fax, email, oral or otherwise, in whole or in part without the express and prior written consent of
Liontrust. This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor
Information Document (KIID), which provide full product details including investment charges and risks. These documents can be obtained,
free of charge, from www.liontrust.co.uk or direct from Liontrust. If you are not a professional investor please consult a regulated financial
adviser regarding the suitability of such an investment for you and your personal circumstances. 2022.05
Liontrust Sustainable Investment: Engagement and Voting: Annual Review 2021 - 31
