Liontrust Asset Management has announced its sustainable investment team’s suite of 10 UK-domiciled funds – which manage £8.5bn of assets in total – will adopt the Sustainability Focus label under the Sustainability Disclosure Requirements (SDR).
However, the labelling will see changes to the funds’ investment objectives and policies, all of which have received approval from the Financial Conduct Authority. Liontrust said it will notify investors of these specific changes by the end of this month, in order to use the SDR labels from April this year.
The funds that will be impacted are as follows:
· Liontrust Sustainable Future Monthly Income Bond
· Liontrust Sustainable Future Cautious Managed
· Liontrust Sustainable Future Corporate Bond
· Liontrust Sustainable Future Defensive Managed
· Liontrust Sustainable Future European Growth
· Liontrust Sustainable Future Global Growth
· Liontrust Sustainable Future Managed
· Liontrust Sustainable Future Managed Growth
· Liontrust Sustainable Future UK Growth
· Liontrust UK Ethical
Commenting on the SDR labelling and subsequent mandate changes, Liontrust CEO, John Ions (pictured), said: “Improving the trust and transparency of sustainable investment funds will play a key role in clients’ decision making. Clients will benefit from Liontrust having one of the broadest fund ranges with SDR labels, comprising equity, fixed income and managed funds.
“Liontrust and other active managers are still facing external headwinds, but we believe the impact will lessen over the course of 2025. The group continues to make good progress towards our strategic objectives and there is increasingly strong fund performance.”
The fund changes and label adoptions were announced as part of Liontrust’s Q4 2024 results, as reported by Portfolio Adviser.
