Liontrust Sustainable Future Corporate Bond Fund Class 2 Gross Income

Liontrust Sustainable Future Corporate Bond Fund Class 2 Gross Income
Liontrust Fund Partners LLP
Open Ended Investment Company
£ Corporate Bond
0.65 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.6 %
Markit iBoxx GBP Corp TR
The Fund aims to provide a high level of investment income. It may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money-market instruments, units in collective investment schemes, deposits and derivatives and forward transactions.
Holding %
US 2 Year Note (CBT) Sept19 12.58 %
United Kingdom of Great Britain and Northern Ireland 8% 5.86 %
Long Gilt Future Sep19 5.76 %
US 10 Year Ultra Future Sept19 4.42 %
Euro BUND Future Sept19 3.83 %
Prudential plc 5.62% 3.12 %
Euro BUXL 30Y Bond Sept19 2.90 %
Orange S.A. 8.12% 2.79 %
AT&T Inc 7% 2.79 %
Standard Chartered plc 5.12% 2.77 %
Liontrust Fund Partners LLP
NULL, London, United Kingdom
Legal Structure
Open Ended Investment Company


Aitken Ross
Joined 03/01/2014

Aitken Ross transferred to Liontrust in April 2017 as part of the company's acquisition of Alliance Trust Investments. He started his career on the Alliance Trust Management training programme in September 2010 after graduating in Accountancy and Finance (First Class Honours) from Dundee University and subsequently completing an MA in International Financial Analysis (Distinction) at Newcastle University. Following a successful period as an analyst within the team, he is now a fully qualified portfolio manager and is a named fund manager on the Liontrust Monthly Income Bond and Liontrust Sustainable Future Corporate Bond funds.

Kenny Watson
Joined 10/01/2013

Kenny Watson transferred to Liontrust in April 2017 after more than three years at Alliance Trust Investments. He is a co-manager of the Liontrust Monthly Income Bond and Liontrust Sustainable Future Corporate Bond funds. Prior to this, he worked for Ignis Asset Management for 15 years, specialising first in UK smaller companies, before moving to the fixed income team in 2004 where he was responsible for the sub-investment grade bond portfolios including the High Income Bond Fund. Prior to focusing on sub-investment grade bonds, he was part of the team managing investment grade life company mandates. He started his career at KPMG, after qualifying as a chartered accountant, before joining Murray Johnstone as a trainee fund manager in UK equities in 1994. Kenny has a BA in Accounting & Economics from the University of Strathclyde and is a chartered accountant.

Stuart Steven
Joined 08/20/2012

Stuart Steven moved to Liontrust through the acquisition of Alliance Trust Investments in 2017, remaining the Head of the Sustainable Future Fixed Income team and also the Co-Fund Manager of Monthly Income Bond Fund and the SF Corporate Bond Fund. After working in industry, Stuart joined Britannic Asset Management in 1994 and became Head of Corporate Bonds with responsibility for managing investment grade portfolios for retail and institutional funds. In 2000, he joined Legal & General as Director, Corporate Bonds, where, until 2006, he managed a team of credit specialists managing multi-currency assets. He joined Scottish Widows Investment Partnership in 2008 as investment director, managing a number of funds, including investment grade and absolute return funds. Stuart has been involved in managing multi-currency fixed income portfolios since 1994, with experience in managing teams and marketing fixed income funds. He has an additional five years’ related investment experience.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.