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Liontrust GF Strategic Bond C8 Dist GBP

Ranked 7 out of 30 in - US Dollar over 3 months
All calculations are in GBP unless stated

Managed by

Philip Milburn

Philip Milburn joined Liontrust in January 2018 from Kames Capital to create the Liontrust Global Fixed Income team with David Roberts and Donald Phillips. He is head of investment strategy for the Global Fixed Income team and is co-manager of Liontrust’s Strategic Bond, Absolute Return Bond and High Yield Bond strategies. He had spent more than 20 years at Kames Capital, launching one of the market’s first strategic bond funds with David Roberts in 2003 and developing a leading high yield franchise. He graduated from the University of Edinburgh in 1996 with a first class MA in economics.

David Roberts

David Roberts joined Liontrust in January 2018 from Kames Capital to create the Liontrust Global Fixed Income team with Philip Milburn and Donald Phillips. He is head of the Global Fixed Income team and is co-manager of Liontrust’s Strategic Bond and Absolute Return Bond strategies. He was previously head of fixed income at Kames Capital, where he co-managed Strategic Bond and Investment Grade Bond strategies as well as being in charge of overall team strategy and fund management. In a career that started in 1988, he has also worked at Britannia Investment Managers and the Treasury Department at Lloyds Bank. He graduated from the University of Strathclyde in 1988 with a BA in economics and industrial relations and holds an MSc in investment analysis from the University of Stirling.

Objective

The investment objective of the Fund is to maximise total returns over the long term through a combination of income and capital. The Fund will invest in bond and credit markets worldwide (including developed and emerging markets).

Showing fund performance in United Kingdom View performance globally

Performance

US Dollar over : 28/11/2018 - 28/02/2019
  • Rank 7/30 Total Return
  • Rank 20/30 Standard Deviation
  • Rank 17/30 Max Drawdown
Fund Name Currency Return
5 UBAM Hybrid Bond IH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3%

6 Neuberger Berman Strategic Inc A Mon Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

7 Liontrust GF Strategic Bond C8 Dist GBP GBP

2.7%

8 MFS Meridian Funds-US Total Return Bond IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7%

9 DB Fixed Income Opportunities DPM UK (GBP) GBP

2.5%

Fund Name Currency Risk
18 UBAM US Dollar Bond AHC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

19 Focused SICAV-Wrld Bank Lng Trm Bd USD (GBPh)F-acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

20 Liontrust GF Strategic Bond C8 Dist GBP GBP

4.3

21 Threadneedle Dollar Bond Retail Net Inc GBX GBP

4.4

22 UBAM Hybrid Bond IH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

Fund Name Currency Loss
16 AS SICAV I - China Onshore Bond I Acc Hgd GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

17 Liontrust GF Strategic Bond C8 Dist GBP GBP

-0.2%

17 Russell Investments U.S. Bond GBPH - I Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

19 HSBC GIF Global Government Bond ZQH GBP D

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

19 Neuberger Berman Strategic Inc A Mon Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

19 Legg Mason WA US Core Plus Bond LM Acc Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 1.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date13/04/2018
  • Share Class size39Mn
  • Base currencyGBP
  • ISIN IE00BYWRR388

Purchase Info

  • Min. initial investment50Mn

Charges

  • Annual management0.35%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).