154. Investing for a cleaner, healthier and safer world

Mike Appleby, investment manager and part of the team behind the Liontrust Sustainable Future range, talks to us about the three megatrends underlying their investments: a cleaner, healthier and safer world. He discusses decarbonisation, how it’s not just about treating symptoms better but also encouraging healthier lifestyles and the different products and services that help us live our lives in a more relaxed fashion.
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Liontrust Sustainable Future Managed and Liontrust Sustainable Future Global Growth are both Elite Rated by FundCalibre. Every investment in the Sustainable Future fund’s range has to meet four set criteria: thematic drivers, sustainable credentials, good fundamentals and attractive valuation. The investment process begins with a thematic analysis designed to uncover emerging trends and long-term structural growth themes. The team then undertakes a sustainability analysis for each company before looking at valuations.

Read more about Liontrust Sustainable Future Managed and Liontrust Sustainable Future Global Growth

What’s covered in this podcast:

  • How the world will transition to an ultra-low carbon economy [0:51]
  • Where the fund managers are looking to invest in cleaner transport [3:08]
  • The companies they hold that are encouraging healthier lifestyles
    starting with better ways to treat illnesses [3:56]
  • then looking at companies encouraging healthier lifestyles [5:23]
  • and firms encouraging us to exercise [6:26]
  • How some financial companies are helping make the world a safer place [7:53]
  • How digital security is playing its part in a safer world [10:10]
  • Why the funds have large weightings to US companies [11:00]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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