216. Investing in innovations that allow us to meet unmet medical needs

In this interview, Simon Clements, co-manager of the Liontrust Sustainable Future Global Growth and Liontrust Sustainable Future Managed funds, talks to us about the three mega themes and 20 sub-themes in the portfolio. He describes companies the team invests in, including one that makes factory floors more efficient, one that could mean patients can leave hospital sooner and one that makes sure the air we breathe and the food we eat is not contaminated. Simon also discusses the current challenges for the companies he is invested in and what the future looks like for sustainable trends.
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Liontrust Sustainable Future Global Growth fund invests in the shares of a broad range of companies from around the world, based on the fund manager’s view of their long-term return prospects. The fund uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future across a portfolio of 40-60 stocks.

The Liontrust Sustainable Future Managed fund uses the same approach but invests in a combination of global equities, bonds and cash.

What’s covered in this episode:

  • The three headwind that sustainable funds have faced in 2022
  • What the future looks like for sustainable investing
  • Whether short-term global concerns will delay some structural trends or accelerate them
  • The best way to diversify away from fossil fuels
  • Why the oil crisis incentivises substitutes
  • Investment examples in the funds’ three mega trends of ‘cleaner, healthier and safer’
  • How to make factory floors more efficient
  • How blood oxygen levels could be monitored at home
  • How to make sure the air we breathe and the food we eat isn’t contaminated
  • Whether the team will invest in other trends in the future
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