Liontrust Sustainable Future UK Growth Fund 2 Acc


March 2026
 
  • Square Mile rating
  • Risk of asset class
    1 2 3 4 5 6 7 8 9 10
  • Ongoing charges
    0.84%
    Transaction costs
    0.21%
    Total cost of investment
    1.05%

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026.


Overview

 

Square Mile’s Expected Outcome

We believe that this fund should be able to outperform the MSCI United Kingdom Index by 2% per annum over rolling five year periods by investing in companies contributing to a more sustainable future.

- UK
- MSCI UK
Equity IA UK All Companies
1.45% £385M
Martyn Jones, Peter Michaelis March, September
2.4 Pounds Semi-annual
GBP 19/02/2001
2.4 Pounds 31/01/2026
0.00% -
- -

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026

 
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Liontrust Sustainable Future UK Growth Fund 2 Acc
 
 
 
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ESG Integration

 
 
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Liontrust Sustainable Future UK Growth Fund 2 Acc
 
 

Risk Summary

 

Additional Information

6.27%
12.77%
-17.41%
12.10%
-10.45%
0.34
0.31

(3 years data to last month end unless otherwise stated)

Qualitative Risk Assessment

Significant Potentially Significant Not Significant

For the full summary of the risks, click here

 
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Liontrust Sustainable Future UK Growth Fund 2 Acc
 
 
 

Calendar Year Performance To Quarter End

Period Fund (%) Sector (%)
2025 3.9 14.8
2024 11.2 7.9
2023 5.0 7.2
2022 -25.8 -9.3
2021 12.5 17.1

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 30th March 2026


Value for Money

OCF v Peer Group

0.84%
Transaction Costs v Peer Group

0.21%
TCI v Peer Group

1.05%

Source: Square Mile and LSEG Lipper (all rights reserved), Data as at: 31st January 2026.

 
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Rating Changes

The Square Mile ratings are reviewed every 6 months. For full details on the methodologies, click here.
For a full list of all Square Mile rated funds, click here.

Rating Changes over last 12 months Time & Date rating changed
 

Disclaimer

This document is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

Unless otherwise agreed by Square Mile, this factsheet is only for internal use by the permitted recipients and shall not be published or be provided to any third parties. This factsheet is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this factsheet shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This factsheet shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Unless indicated, all figures are sourced by LSEG Lipper (all rights reserved). Past performance is not a guide to future returns.

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