Liontrust UK Ethical 2 Net Acc (FUND:B8HCSD3) - Fund price


Fund Report

Liontrust UK Ethical Fund Class 2 Net Accumulation

Management
Name of CompanyLiontrust Fund Partners LLP
Fund CompanyLiontrust
Phone+352 464010600
Websitewww.liontrust.co.uk
AddressLiontrust Fund Partners LLP
2 Savoy Court London WC2R 0EZ
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date10/05/1999

Fund Advisor(s)

Liontrust Investment Partners LLP
Managers
Fund ManagerPeter Michaelis
Manager Start Date01/12/2000
EducationUniversity of Surrey, Ph.D.
University of Surrey, M.S.
University of Oxford, M.A.
BiographyPeter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment. After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.
Fund ManagerNeil Brown
Manager Start Date01/02/2013
BiographyNeil is a co-founder and portfolio manager of Electus Fund Managers Proprietary Limited, a boutique independent fund manager established in 2015. Originally started in 2007 by Neil Brown and Richard Hasson as a fund management boutique within OMIG, Electus was successful in terms of client fund performance, asset growth and profitability. They continue to manage the Electus business and its clients in a 100% independent and staff owned business since 2015. With 25 years of investment experience and an MBA in Finance, Neil has an ability to understand the strategic and financial business plans employed by companies. Having spent eight of these years as a small and mid-cap sector specialist, Neil has an in-depth understanding of this sector in the market which is typically under researched. Neil joined Old Mutual Investment Group (OMIG) in June 2004 as a Senior Portfolio Manager and Small Cap Sector Head and portfolio manager for these institutional and retail funds. Neil has been an institutional analyst and fund manager, managing both pension funds and unit trusts, but primarily focusing on the mid and small cap sectors of the JSE. He has managed two unit trusts, the NIB Emerging Companies Fund (now named Nedgroup investments Entrepreneur Fund) since its inception in 1997, until June 2004, and the NIB Growth Fund (now named Nedgroup Investments Growth Fund) since April 2001 to date. From April 2003, until its closure in June 2004, he worked for Quaystone (previously BOE Asset Management), before joining OMAM in June 2004. From 1996, until its closure in April 2003, Neil worked for Syfrets Managed Assets and its successors, NIB & Franklin Templeton NIB. From 1992 to end 1995, he worked for Syfrets Private Bank, managing segregated private client portfolios.
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