Liontrust MA Positive Future S Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 315,205.06 | Launch Date | 13/08/2019 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.40 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BJGTBS82 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 1.1000 (on 18/02/2020) |
The Fund seeks to achieve capital growth while investing at least 80% of its portfolio in investment funds which promote sustainable and responsible investment.
Sheldon MacDonald
Sheldon joined Liontrust in Nov 2020. Previously he worked at Architas where he managed the Multi-Asset Blended Fund range. He oversaw fund selection and managed the products' asset allocation and investment strategies. He also lead the fund manager research across a number of sectors, including multi-asset and money market strategies. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC. He has 22 years of investment experience.
Jen Causton
Jen joined Liontrust in Nov 2020 having previously been at Architas from 2009 to set up the company’s investment writing function before moving to their Investment Team in 2012 where she lead research on UK equities and property in addition to co-managing Architas Monthly High Income Fund, Architas Strategic Bond Fund and Architas Diversified Global Income Fund, and managing the Architas Multi-Manager UK Equity Fund and Protector Fund range. Prior to Architas, she worked at Schroders as an investment writer covering multi-asset funds and the investment group’s more esoteric products. Jen has an MSc in Financial Markets and Derivatives and is IMC qualified. She has 14 years of investment experience.
Shayan Ratnasingam
Shayan joined Liontrust in Nov 2020. Previously he worked for Architas from September 2018, Shayan has focused his time on researching thematic and socially responsible investment related strategies as part of the fund selection process. Within the investment team Shayan has responsibilities for covering money markets and further supporting the development and implementation of the business’s ESG strategy.Prior to joining Architas, Shayan spent two and a half years at Aon as an investment analyst. Shayan worked with trustees of large pension schemes in setting their investment strategy, including asset allocation, portfolio construction and fund selection. Prior to his time at Aon, Shayan worked in credit risk modelling within the banking sector.Shayan has a BSc (Hons) in Actuarial Science from Cass Business School, London. He is currently working toward becoming a Fellow of the Institute of Actuaries (FIA).d implementation of the business’s ESG strategy.Prior to joining Architas, Shayan spent two and a half years at Aon as an investment analyst. Shayan worked with trustees of large pension schemes in setting their investment strategy, including asset allocation, portfolio construction and fund selection. Prior to his time at Aon, Shayan worked in credit risk modelling within the banking sector.Shayan has a BSc (Hons) in Actuarial Science from Cass Business School, London. He is currently working toward becoming a Fellow of the Institute of Actuaries (FIA).
| Name | Weight |
|---|---|
| ISHARES IV PLC ISHARES MSCI US | 17.94% |
| ISHARES GREEN BOND INDEX (IE) | 13.19% |
| PIMCO GIS GLOBAL BOND ESG INST | 9.99% |
| BAILLIE GIFFORD POSITIVE CHANG | 8.36% |
| BLACKROCK GLOBAL HIGH YIELD ES | 8.17% |
| LIONTRUST SUSTAINABLE FUTURE C | 7.91% |
| ISHARES MSCI EUROPE SRI UCITS | 5.78% |
| ISHARES III PLC US DEVELOPMENT | 5.56% |
| AXA WORLD FUNDS FRAMLINGTON WO | 4.76% |
| UBS ETF - MSCI PACIFIC SOCIALL | 4.35% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.