Liontrust Sustainable Future Monthly Income Bond

Select share classes

There is only one type of share class for this fund.

Liontrust Sustainable Future Monthly Income Bond Fund Class P Gross Income

Category GBP Corporate Bond

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

80.92p

arrow-up0.19p (+0.24%)

Fund Code

ALMIG

B3W7G90

GB00B3W7G901

Prices updated as at 07 Mar 2025

Prices in GBX

Investment objective

The Fund aims to produce monthly income payments together with capital growth through investment in sustainable securities. The Fund targets a net total return of at least the IBOXX Sterling Corporates Overall Total Return index over the long term (rolling 5 year periods). The Fund will invest a minimum of 80% in investment grade corporate bonds that are sterling denominated or hedged back to sterling.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Liontrust Fund Partners LLP

Fund launch date

21 Jun 2010

Domicile

United Kingdom

UCITS

Yes

Lead manager

Kenny Watson

Lead manager start date

01 Oct 2013

Lead fund manager biography

Kenny Watson joined Liontrust in April 2017 after more than three years at Alliance Trust Investments. He is a Co-manager of the Liontrust Monthly Income Bond, Sustainable Future Corporate Bond Fund and GF Sustainable Future European Corporate Bond Fund. 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.

Lead manager

Jack Willis

Lead manager start date

31 Mar 2022

Lead fund manager biography

Jack Willis joined 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 2014 after graduating with First Class Honours in Mathematics with Finance from the University of Leeds and subsequently completing an MSc in Finance and Investment with Distinction, also at the University of Leeds. Following a successful period as a credit analyst within the team, he is now Co-manager on the Liontrust Monthly Income Bond Fund, Sustainable Future Corporate Bond Fund and GF Sustainable Future European Corporate Bond Fund. Jack is a CFA Charterholder.

Head office

Liontrust Fund Partners LLP

2 Savoy Court London WC2R 0EZ

London

United Kingdom

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