FundCalibre - Investing on the go

Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre

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FundCalibre - Investing on the go

347. Sustainability is a journey, not a clear destination

February 20, 2025 • Peter Michaelis

Peter Michaelis, manager of the Liontrust Sustainable Future Managed fund, has over 20 years experience in sustainable responsible investment. He shares the evolution of sustainable investing, including challenges in recent years, and why the future remains bright. This fund has over 20 underlying themes, of which we cover a handful, including resource efficiency, circular economy, healthcare innovation and digital security, complete with valuable company examples throughout. We finish with a broader look at sustainability and the potential impact of politics and Trump 2.0.

What’s covered in this episode:

An introduction to the Liontrust Sustainable Future Managed fund
Long term performance of the strategy
Why the fund underperformed recently
How sustainable investing has evolved
The three megatrends in the portfolio
Better resource efficiency and circular use of materials
Investing for greater resilience and safety
Promoting a circular economy
Two companies combating fast fashion
“We’re looking for the digital camera to Kodak”
Two recent additions to the portfolio
Opportunities in the mid-cap area of the market
Why Trump isn’t all bad for sustainability

More about the fund: Liontrust Sustainable Future Managed aims to deliver capital growth over the long term through its own sustainable process and by investing in a combination of global equities, bonds and cash. The managers use a thematic approach to identify the key structural growth trends that will shape the global economy of the future, across a 40-60 stock portfolio.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.