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You are here: Manager factsheet

Peter Michaelis
Liontrust, Liontrust Global Funds plc
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Manager profile
Peter Michaelis joined Liontrust in April 2017 following the acquisition of Alliance Trust Investments, where he was Head of Investment. Peter has been managing money in Sustainable and Responsible Investment for over 20 years. 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 was able to use his experience as a Sustainable and Responsible Investment Analyst and Assistant Portfolio Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead Portfolio Manager on a number of its Sustainable and Responsible Investment funds, before being made Head of Sustainable and Responsible Investment. Peter holds an MA in Physics from Oxford University, an MSc in Energy and Environmental Engineering from the University of Sussex and a PhD in Environmental Economics from the University of Surrey. In addition, he has the CFA Society of the UK Investment Management Certificate (IMC).
Total return for Peter Michaelis
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Peter Michaelis

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Peter Michaelis -3.9 -23.5 27.5 11.0 14.6 -1.1 18.0 13.6 9.4 0.8
Peer Group Composite 3.3 -10.7 26.6 -2.5 7.8 -2.8 12.7 13.4 5.5 0.7
Over / Under -7.2 -12.8 0.9 13.5 6.8 1.7 5.3 0.2 3.9 0.1
Performance vs peer group composite: Peter Michaelis
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Sustainable Future European Growth Co-managed IA Europe Excluding UK since Feb 19 2001 to present
Liontrust Sustainable Future Global Growth Co-managed IA Global since Feb 19 2001 to present
Liontrust Sustainable Future Managed Co-managed IA Mixed Investment 40-85% Shares since Feb 19 2001 to present
Liontrust Sustainable Future Managed Growth Co-managed IA Flexible Investment since Feb 19 2001 to present
Liontrust Sustainable Future UK Growth Co-managed IA UK All Companies since Feb 19 2001 to present
Liontrust UK Ethical Co-managed IA UK All Companies since Feb 19 2001 to present
Liontrust GF Sustainable Future Pan European Growth Co-managed FO Equity - Europe inc UK since Mar 14 2001 to present
Liontrust Sustainable Future Cautious Managed Co-managed IA Mixed Investment 40-85% Shares since Jul 23 2014 to present
Liontrust Sustainable Future Defensive Managed Co-managed IA Mixed Investment 20-60% Shares since Jul 23 2014 to present
Liontrust GF Sustainable Future Global Growth Co-managed FO Equity - Ethical since Nov 12 2019 to present
Liontrust GF Sustainable Future Multi Asset Global Co-managed FO Mixed Asset - Flexible since Oct 13 2021 to present
Liontrust GF Sustainable Future US Growth Co-managed IA North America since Jul 07 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group Baillie Gifford on Japan, Liontrust on India and PIMCO’s income strategy update: Thoughts from Fundswire this week By Diana Llewellyn  17-Nov-2023
Fund The best multi-asset funds in rising and falling markets By Jonathan Jones  09-Nov-2023
Group Manager change at Liontrust UK Equity could alter investment process, says Hargreaves By Tom Aylott  08-Nov-2023
Sector Ruffer and Personal Assets: Square Mile’s top choices for multi-asset trusts By Emma Wallis  07-Nov-2023
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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