About Simon
Simon Clements is a fund manager who joined Liontrust in 2017 as part of the acquisition of Alliance Trust Investments, where he had managed funds for five years. Prior to this, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was head of global equities. In his early career, Simon worked as a portfolio accountant and risk and performance analyst before joining Aviva Investors in 2000 to help develop its global equity and sustainable and responsible investment propositions.
Simon holds a Bachelor of Economics from the University of Newcastle, Australia, and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. Simon is a CFA Charterholder.
Latest insights
Simon's funds
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR applies the Sustainable Future process to find the opportunities for sustainable investing in the US.
Sustainable Investment Team
The Fund aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing between 40% to 60% of the portfolio in global equities and the rest in bonds, infrastructure and cash.
Sustainable Investment Team
The Fund aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing between 20% to 50% of the portfolio in global equities and the rest in bonds, infrastructure and cash.
Sustainable Investment Team
The Fund applies the Sustainable Future process to find the opportunities for sustainable investing in continental Europe and up to 5% in UK-listed stocks.
Sustainable Investment Team
The Fund invests between 90% to 100% in global equities, applying the Sustainable Future process to find the opportunities for sustainable investing in developed markets.
Sustainable Investment Team
The Fund aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing between 60% to 85% of the portfolio in global equities and the rest in bonds and cash.
Sustainable Investment Team
The Fund aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing between 60% to 100% of the portfolio in global equities and the rest in bonds and cash.
Sustainable Investment Team
The Fund applies the Sustainable Future process to find the opportunities for sustainable investing in UK-listed stocks.
Sustainable Investment Team
The Fund uses a thematic approach to identify the key structural growth trends that will shape the global economy of the future and then seek to invest in well run UK-listed companies whose products and operations capitalise on these transformative changes.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR invests between 90% to 100% in global equities, applying the Sustainable Future process to find the opportunities for sustainable investing in developed markets.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing in global equities, bonds and cash.
