Liontrust Sustainable Future Corporate Bond Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Sustainable Future

Sustainable Future Corporate Bond Fund

Stuart Steven, Kenny Watson & Aitken Ross

The Fund

The Fund invests in sterling denominated fixed interest securities issued by corporates, governments and supranational institutions. It invests only in the bonds of companies that meet the team’s rules for environmental and social responsibility.

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The Sustainable Investment team (Fixed income)

Sustainable Future team - Fixed income
Stuart Steven, Kenny Watson & Aitken Ross

Stuart Steven, Kenny Watson and Aitken Ross have more than 57 years of combined investment experience in managing fixed income. They also transferred to Liontrust from ATI in April 2017.

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The Sustainable Future Process (Fixed income)

We invest in a focused portfolio of corporate bonds that are attractively valued and take into consideration environmental, social and governance (ESG) factors by investing in companies that manage these exposures to minimise risk. As active managers, we believe in a high conviction approach to ensure we develop a thorough understanding of our holdings and the factors that influence their long-term value. There are two main stages to the process: seeking to identify superior bonds and construct resilient portfolios.

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Ratings

Citywire - Fund Manager rated +
Kenny Watson
Citywire Manager rating: +
Morningstar rated 4 star
Liontrust SF Corporate Bond Fund
Morningstar Rating: 4

Morningstar Sustainability rated 5
Liontrust SF Corporate Bond Fund
Morningstar Sustainability Rating: 5
RSM SRI rated fund
Liontrust SF Corporate Bond Fund
RSM SRI Rated

Performance

Discrete performance

30-06-2016 -
30-06-2017
30-06-2015 -
30-06-2016
30-06-2014 -
30-06-2015
30-06-2013 -
30-06-2014
30-06-2012 -
30-06-2013
Liontrust Sustainable Future Corporate Bond 10.16% 5.35% 4.80% 7.93% 8.36%
IA Sterling Corporate Bond 6.40% 6.15% 4.27% 6.49% 6.72%
Markit iBoxx £ Corporates 6.84% 9.11% 6.20% 7.90% 8.11%
Liontrust Sustainable Future Corporate Bond
IA Sterling Corporate Bond
Markit iBoxx £ Corporates
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust Sustainable Future Corporate Bond 2.52% 3.08% 19.71% 34.41% 75.74% 112.45%
IA Sterling Corporate Bond 1.66% 1.00% 15.93% 27.64% 66.31% 109.89%
Markit iBoxx £ Corporates 1.14% -0.36% 20.65% 36.30% 86.57% 166.23%
To previous working day
Liontrust Sustainable Future Corporate Bond
IA Sterling Corporate Bond
Markit iBoxx £ Corporates

Risk warning

Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. • The Fund has holdings which are denominated in currencies other than Sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates. • Investments in emerging markets may involve a higher element of risk due to less well regulated markets and political and economic instability. • Fluctuations in interest rates are likely to affect the value of the bonds and other fixed-interest securities held by the Fund. If long-term interest rates rise, the value of your shares is likely to fall. • The fund can invest in derivatives. Derivatives are used to protect against currencies, credit and interests rates move or for investment purposes. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. If you need to access your money quickly it is possible that, in difficult market conditions, it could be hard to sell holdings in corporate bond funds. This is because there is low trading activity in the markets for many of the bonds held by these funds. The Distribution Yield is also the Underlying Yield for this fund.


• The information and opinions provided should not be construed as advice for investment in any product or security mentioned.  • Always research your own investments and consult with a regulated investment adviser before investing.


Source: Financial Express. Total return.


© 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.

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Key fund information

  • Launch date19/02/2001
  • IA sectorIA Sterling Corporate Bond
  • BenchmarkMarkit iBoxx £ Corporates
  • Fund size£443,292,100.00
  • Number of holdings67
  • Historic yield3.52%

Fund size, number of holdings and active share data is as at previous month end. Historic yield and performance data is as at previous working day.

Historic yield: Reflects distributions declared over the past 12 months as a percentage of the mid-market unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions.

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