Liontrust GF Sustainable Future Pan-European Growth Fund on Belimo Holding AG
Thesis
Liontrust added Belimo to its Building better cities theme. The company makes automation and control systems for building heating, ventilation and cooling. The investment combines improved energy efficiency with social benefits from fire safety and indoor air quality. This fits the fund's focus on sustainable buildings and long-term efficiency improvements.
“Belimo sells Building Automation and Control Systems”
Key risks
- Higher interest rates and oil prices could weigh on equity valuations and growth.
- Currency movements could reduce returns from overseas equities.