Liontrust
Liontrust GF Sustainable Future Global Growth Fund
Global Quality
Jun 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Liontrust for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · B5
- 1Y+2.2%index +21.3%
Index: MSCI World
| 1Y | |
|---|---|
| Liontrust GF Sustainable Future Global Growth Fund | +2.2% |
| MSCI World | +21.3% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Finally, we added Sprouts Farmers Market, a $7.6 billion US-based health foods grocer focused on fresh, natural and organic products.
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
In addition to exiting Intuit and PTC, we sold London Stock Exchange Group due to competition for capital, with more compelling opportunities in companies we believe have been unfairly penalised as “AI losers”.
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
In terms of buys, we added Constellation Software, which acquires and operates hundreds of small, niche software businesses providing mission-critical tools to specific industries.