LongBEANOct 2026
Belimo Holding AG
Liontrust added Belimo to its Building better cities theme. The company makes automation and control systems for building heating, ventilation and cooling. The investment…
Liontrust GF Sustainable Future Pan-European Growth Fund
Actively managed pan-European sustainable growth equities, typically primarily invested in companies with sustainable products, services and progressive ESG management.6 published ideas
The Liontrust GF Sustainable Future Pan-European Growth Fund is managed by Peter Michaelis and Simon Clements. It targets capital growth through investments in sustainable companies, chiefly European equities, and is classified as an Article 9 product. The fund invests behind themes such as energy efficiency, low-carbon infrastructure and resource-efficient industrial processes.
Ideas from Liontrust GF Sustainable Future Pan-European Growth Fund
LongNDX1Oct 2026
Nordex SE
Liontrust initiated Nordex as one of three additions tied to enabling the energy transition. Nordex manufactures wind turbines that generate low-carbon electricity and has…
LongIBEOct 2026
Iberdrola SA
Liontrust added Iberdrola for its renewable-generation assets and electricity networks in Spain, the UK, the US and Brazil. The manager views electrification of heating…
LongPRYOct 2026
Prysmian SpA
Liontrust added Prysmian to gain exposure to critical infrastructure required for the energy transition. The company designs, manufactures, installs and services electricity and…
LongIMCDOct 2026
IMCD NV
Liontrust added IMCD under its theme of improving the resource efficiency of industrial and agricultural processes. The specialty-chemicals and ingredients distributor provides…
LongARMOct 2026
Arm Holdings plc
Liontrust added Arm under its Improving the efficiency of energy use theme. Arm develops semiconductor intellectual property that connects chip hardware with the software…
Letters covered
- Q3 2026 ReviewOctober 28, 2026
Source PDFs are not republished here; only extracted ideas and quotes.