Liontrust
Liontrust Sustainable Future Managed Growth Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 10 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 Acc
- 1Y+6.4%index +19.0%
Index: IA Flexible Investment
| 1Y | |
|---|---|
| Liontrust Sustainable Future Managed Growth Fund | +6.4% |
| IA Flexible Investment | +19.0% |
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
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.
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”.
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%).
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
Also held
Its investment theses
- Constellation SoftwareJun 2026Constellation Software compounds through niche mission-critical software, high retention, recurring revenues, and strong switching costs.
- ShopifyJun 2026Shopify provides essential ecommerce infrastructure and is gaining share while AI concerns create an attractive opportunity.
- Sprouts Farmers MarketJun 2026Sprouts Farmers Market has long-term store growth potential and an attractive entry point after same-store sales decelerated.