Liontrust
Liontrust Sustainable Future Cautious Managed Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Liontrust for every strategy.
Performance
as of Jun 30, 2026 · net of fees · 2 Inc
- YTD+4.9%index +17.1%
Index: IA Mixed Investment 40-85% Shares
| YTD | |
|---|---|
| Liontrust Sustainable Future Cautious Managed Fund | +4.9% |
| IA Mixed Investment 40-85% Shares | +17.1% |
Calendar years
- 2025+4.1%index +5.6%
- 2024+9.6%index +11.8%
- 2023+0.6%index +3.3%
- 2022−14.0%index −7.2%
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
- New positionWestfield StratfordJun 2026
Outside financials, we added a new position in Westfield Stratford, supported by its BREEAM “excellent” rating and ongoing energy performance initiatives.
In financials, we switched into a new Lloyds Tier 2 bond where valuation was attractive versus our existing subordinated exposure, and extended our position in short-dated Santander bonds for an attractive spread pick-
We also added Shopify, a CAD$198 billion Canadian company providing essential digital infrastructure for global ecommerce.
In financials, we switched into a new Lloyds Tier 2 bond where valuation was attractive versus our existing subordinated exposure, and extended our position in short-dated Santander bonds for an attractive spread pick-
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”.
We added Constellation Software, which acquires and operates hundreds of small, niche software businesses providing mission-critical tools to specific industries across public services, industrial niches and specialised private markets.
The detractors were led by two positions that we exited during the period: Intuit and PTC.
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 and PTC.
Also held
- ASML
- Advantest
- ServiceTitan
- Palo Alto Networks
- Arm