Liontrust Sustainable Future Corporate Bond Fund Class 2 Gross Income

Name
Liontrust Sustainable Future Corporate Bond Fund Class 2 Gross Income
Manager
Liontrust Fund Partners LLP
Type
Open Ended Investment Company
ISIN
GB0030029069
Sector
£ Corporate Bond
Launched
19/02/2001
OCF
0.65 %
Risk Rating
3
3 Year Sharpe
0.93
3 Year Alpha
1.25
Yield
3.7 %
Benchmark
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. 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 %
Prudential plc 5.62% 3.26 %
Standard Chartered plc 5.12% 2.98 %
Orange S.A. 8.12% 2.96 %
AT&T Inc 7% 2.95 %
Cooperatieve Rabobank U.A. 4.62% 2.05 %
Verizon Communications Inc. 3.38% 1.92 %
Deutsche Telekom International Finance B.V. 9.25% 1.82 %
BPCE SA 5.25% 1.77 %
AEGON N.V. 6.62% 1.65 %
British Telecommunications plc 3.12% 1.56 %
Name
Liontrust Fund Partners LLP
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

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