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
80.99p
-0.67p (-0.82%)
Fund Code
ALMIG
B3W7G90
GB00B3W7G901
Prices updated as at 09 May 2025
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Prices in GBX
Investment objective
The Fund aims to produce monthly income payments together with capital growth by actively investing in securities that make a positive contribution towards sustainable development. Sustainable development is defined as meeting the needs of the present without compromising the ability of future generations to meet their own needs. Sustainable development rests on three pillars: environmental, social and economic, which need to progress in parallel to succeed. 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
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
31 Mar 14 - 31 Mar 15 | 6.72 | 11.07 |
31 Mar 15 - 31 Mar 16 | -2.24 | -0.52 |
31 Mar 16 - 31 Mar 17 | 12.09 | 9.43 |
31 Mar 17 - 31 Mar 18 | 3.83 | 1.49 |
31 Mar 18 - 31 Mar 19 | 1.44 | 3.07 |
31 Mar 19 - 31 Mar 20 | -2.74 | 0.66 |
31 Mar 20 - 31 Mar 21 | 14.38 | 8.73 |
31 Mar 21 - 31 Mar 22 | -4.17 | -5.12 |
31 Mar 22 - 31 Mar 23 | -8.89 | -11.31 |
31 Mar 23 - 31 Mar 24 | 9.42 | 7.09 |
31 Mar 24 - 31 Mar 25 | 2.21 | 2.36 |
Trailing returns (%)
Year | This fund | GBP Corporate Bond |
---|---|---|
1 Day | -0.82 | -0.62 |
1 Month | 1.80 | 1.93 |
3 Months | -0.61 | -0.29 |
6 Months | 2.08 | 2.10 |
1 Year | 3.55 | 3.71 |
3 Years annualised | 1.85 | 1.15 |
5 Years annualised | 1.21 | -0.44 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.