Liontrust
Liontrust Sustainable Future Global Growth Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 8 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 · primary share class
- 1Y+5.5%index +25.3%
Index: MSCI World
| 1Y | |
|---|---|
| Liontrust Sustainable Future Global Growth Fund | +5.5% |
| MSCI World | +25.3% |
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.
For a company providing digital infrastructure to millions of SMEs and enterprises, we view AI as an opportunity, allowing us to initiate a position.
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 sold the position as growth has slowed in recent years and we are concerned that PTC may be less well placed to unlock AI-driven value because much of its customer software is deployed on-site, limiting access to the data needed to train and power AI tools at scale.
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.