Liontrust

Liontrust Sustainable Future Global Growth Fund

Jun 2026Jun 2026

Our archive holds 1 letter from this strategy and positions in 7 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.

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.
  • New positionShopifyJun 2026
    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”.
  • ExitedPTCJun 2026
    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.

Also held

Every letter