Liontrust to launch sustainable US growth fund

The Liontrust GF Sustainable Future (SF) US Growth Fund will be open to investors in July


Jay Underwood

Liontrust is to offer investors a US-focused sustainable growth fund from July.  

The Liontrust GF Sustainable Future (SF) US Growth Fund, which will be domiciled in Ireland, is classified as Article 9 under the Sustainable Finance Disclosure Regulation (SFDR). 

The fund will be managed by Chris Foster (pictured), Simon Clements and Peter Michaelis, who will be supported by the rest of the 17-strong sustainable investment team. 

See also: – Liontrust’s Michaelis: ‘Reporting only gets you so far’

The new fund will invest in 40 to 50 predominantly mid-cap stocks, with the model portfolio currently comprising 44 companies.  

The bulk of the portfolio will contain companies with market capitalisations of up to $50bn (£39bn). 

Liontrust’s Foster said: “We have been asked by clients for many years to offer a US focused strategy and we have been able to build the resources on the Sustainable Investment team to enable us to launch the fund now. 

“The US is home to some of the world’s most innovative companies. Sustainability considerably lags Europe and the UK and the opportunity for growth over the long term is very strong.  

“We also see a huge opportunity in the US for the adoption of disclosure on key ESG issues. We are looking to partner with the companies we are investing in over the next five years and longer to try to improve this.”  

This article first appeared on Portfolio Adviser.

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