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 UK Companies, based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our ethical requirements and meet our rules for environmental and social responsibility. For full investment objective and policy details please refer to the Prospectus.

Fund Managers

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.

Martyn Jones

Martyn Jones is the Lead Fund Manager of the Liontrust Sustainable Future European Growth fund and Pan-European Growth fund, and co-Manager of SF UK Growth and Ethical funds. He joined Liontrust in 2017 following the acquisition of Alliance Trust Investments and became a Fund Manager in November 2019. Prior to Liontrust, Martyn spent five years at Alliance Trust Investments initially as a Graduate Trainee and then as an Investment Analyst with the Sustainable Investment team. Martyn has an MA in Business Management from the University of Glasgow and a Masters from the University of Cambridge, Institute for Sustainability Leadership. Martyn is a CFA Charterholder and holds the CFA Society Investment Management Certificate