Liontrust
Liontrust GF Sustainable Future US Growth Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
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Performance
as of Jun 30, 2026 · net of fees · USD · B5 Acc USD
- 1Y+6.8%index +21.5%
Index: MSCI USA
| 1Y | |
|---|---|
| Liontrust GF Sustainable Future US Growth Fund | +6.8% |
| MSCI USA | +21.5% |
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
Same-store sales decelerated following a strong late 2024/early 2025 period, providing an attractive entry point relative to its history and mature supermarket peers.
For a company providing digital infrastructure to millions of SMEs and enterprises, we view AI as an opportunity, allowing us to initiate a position.
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).