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SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION OF THIS ANNOUNCEMENT WOULD BE UNLAWFUL. PLEASE SEE THE SECTION ENTITLED DISCLAIMERS AT THE END OF THIS ANNOUNCEMENT.
This announcement is an advertisement and does not constitute a prospectus and investors must subscribe for or purchase any shares referred to in this announcement only on the basis of information contained in the prospectus to be published by Liontrust ESG Trust PLC (the Prospectus ) and not in reliance on this announcement. When published, a copy of the Prospectus will, subject to certain access restrictions, be available for inspection on the Company s website: www.liontrust.co.uk/esgt-launch and at the registered office of the Company. This announcement does not constitute, and may not be construed as,
Liontrust launches ESG investment trust
Research commissions by the company revealed that over 70% of wealth managers and financial advisers have seen more clients investing sustainably over the past year
A new investment trust focused on sustainable companies is to be launched by Liontrust Asset Management, run by a team with a 20-year track record of managing sustainable funds.
Liontrust is seeking to raise £150mln by means of a placing, offer for subscription and intermediaries offer via various fund platforms for the Liontrust ESG Trust PLC (LON:EGST).
The trust will have a portfolio of between 25 and 35 holdings of large and small companies that the Liontrust Fund Partners team believe “will capitalise on and help drive the key structural growth trends that will shape the sustainable global economy of the future; will provide or produce sustainable products and services; and have a progressive approach to the management of environmental, social and governance issues”.
Liontrust makes ESG pitch with new investment trust
By Michael Klimes 7
th May 2021 8:29 am
Asset manager Liontrust wants to expand its presence in ESG with the launch of a new investment trust.
It is called Liontrust ESG Trust PLC (ESGT) and will invest in 25 to 35 sustainable companies around the world.
According to a note on the London Stock Exchange ESGT wants to raise £150m via the initial issue of shares and a further £250m later.
The launch comes at a time of rising interest in sustainability and demand for sustainable investment.
Research conducted for Liontrust in December 2020 showed 78% of wealth managers and 71% of financial advisers have seen an increasing proportion of their clients investing sustainably over the previous year.
Five funds taking on Fundsmith – and winning
A number of smaller rivals are snapping at the heels of Fundsmith Equity
6 May 2021 • 7:00am
Britain’s largest fund is also one of its most successful. Since its launch in 2010, Terry Smith’s £24bn Fundsmith Equity fund has made its investors 485pc, more than double the return of the global stock market.
But a number of smaller rivals are snapping at the heels of Fundsmith and can claim to have beaten the returns of their better-known peer over the past five years.
While Fundsmith Equity’s 141pc return over that period still comfortably beats the 103pc from the MSCI World index, a barometer for global stocks, 33 rival funds investing in the global stock market have performed better.
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