A fund that looks to deliver a portfolio of European stocks that are chosen for their positive impact on society generally as well as growth potential.
The fund looks to hold a portfolio of global stocks from a universe that is constrained not just by taking out companies with a negative social impact (e.g. armaments, tobacco, human right abuses) but also utilising positive integration to allocate to companies impacting society and the environment positively (e.g. social housing, renewable energy, healthcare). Stocks will be selected based on their relative valuation and ability to generate cash. We like the fund as it has a solid SRI oriented process implemented by a well experienced team. It also has performed well versus peers, including those who don’t employ neither ethical nor sustainable processes.
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Neil is a Fund Manager on the Sustainable Investment Team at Alliance Trust Investments. Neil has 14 years’ investment experience, with the past 7 years dedicated to SRI. Neil joined from Aviva Investors, where he was a SRI fund manager, as well as holding prior roles at Threadneedle Asset Management. He holds an MSc in Development Economics from the School of African & Oriental Studies and a BA in Economics from the University of Manchester.
Peter is head of SRI at Alliance Trust, and has worked in fund management since 2000. Before joining Alliance Trust Investments, Peter spent 11 years at Aviva Investors where he departed in the same role. After completing a PhD in Environmental Economics, Peter started his career in engineering, then moving to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager.
Liontrust is a specialist UK listed asset management company, which was founded in 1995. The fund house is split across eight fund management teams, investing across the UK, Europe, Asia and Global equities. In April 2017, Liontrust officially completed the acquisition of Alliance Trust Investments Limited, bringing the firm’s total AUM to £9.1 billion.