Liontrust SF Corporate Bond
Class 2 - Income (GBP)
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Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund's managed by a team of four: Kenny Watson, Aitken Ross, Jack Willis and Connor Godsell.
Watson began managing fixed income funds in 2004, and Ross and Willis have researched and analysed fixed income investments since 2012 and 2016 respectively. Godsell has joined from abrdn. He has seven years' experience analysing bonds, including some time managing bond funds.
The four managers, and three other colleagues, form the small but focused Sustainable Future Fixed Income team. We like that the team invests their own money in the fund, and their incentives are aligned with those of investors.
The team can also draw on an Independent Advisory Committee, which is an external panel of sustainability experts who provide feedback on the process, highlight areas for improvement and act as an additional level of oversight.
We've carried out a comprehensive analysis of the universe of responsible fixed income funds and have conviction in the Liontrust SF Corporate Bond fund. Investors should note though that there are also other corporate bond funds on the Wealth Shortlist without strict exclusion criteria that may offer superior performance potential.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
15/08/19 to 15/08/20 | 15/08/20 to 15/08/21 | 15/08/21 to 15/08/22 | 15/08/22 to 15/08/23 | 15/08/23 to 15/08/24 | |
---|---|---|---|---|---|
Annual return | 4.66% | 4.48% | -13.71% | -7.67% | 16.11% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
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