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What's New In Investments, Funds? - Liontrust

Editorial Staff 10 May 2021

What's New In Investments, Funds? - Liontrust

The latest offerings in investments, such as funds and structured products, and other notable developments.

Liontrust
Liontrust, the UK-based asset manager, said that it intends to launch an investment trust which follows environmental, social and governance approaches – part of a relentless trend in the funds sector.

The entity, which will be called Liontrust ESG Trust PLC, will be managed by Peter Michaelis, Simon Clements and Chris Foster. Michaelis and Clements have managed sustainable global growth strategies since 2001 and 2010 respectively with Foster becoming a co-manager in 2020 (having joined the team in 2015).  

Assets under management and advice in the range of open-ended funds and institutional mandates managed by Liontrust’s sustainable investment team have grown rapidly from £2.5 billion ($3.5 billion) in 1 April 2017, when the team joined from Alliance Trust Investments, to £10.2 billion by 31 March 2021. 

The trust will invest in 25 to 35 sustainable companies around the world, predominantly in developed markets.

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