MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims for long-term capital growth and will invest in the shares of a broad range of companies from around the world, based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our rules for environmental and social responsibility. For full investment objective and policy details please refer to the Prospectus.

Fund Managers

Simon Clements

Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.

Peter Michaelis

Peter Michaelis transferred to Liontrust in April 2017. Beforehand he was Head of Investment at Alliance Trust Investments. In 2001, he joined Aviva Investors, where he was promoted to Head of Sustainable and Responsible Investment in 2005. Peter has been lead fund manager on both the Sustainable Future (SF) Managed and SF UK Growth funds since April 2005, and the UK Ethical fund since May 2001. He is co-fund manager on SF Pan European, SF European Growth, SF Global and SF Absolute Growth funds. Peter is also responsible for managing the relationship with the Advisory Committee. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics.

Chris Foster

Chris, who moved to Liontrust in April 2017 as part of the company’s acquisition of Alliance Trust Investments (ATI), is manager of the Liontrust SF Global Growth, SF Managed Growth and GF SF Global Growth funds. Chris joined ATI through the management training programme after graduating with a First Class Honours degree in Economics and Mathematics from the University of Edinburgh. During his two year graduate scheme, Chris completed rotations in Alliance Trust Savings, Fund Sales, and Equity Investments. Chris is a CFA Charterholder