Liontrust Strategic Bond Fund

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Liontrust Strategic Bond Fund B Gross Acc

Category Global Flexible Bond - GBP Hedged
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

115.28p

arrow-down-0.03p (-0.03%)

Fund Code

LTSBA

BFX14R9

GB00BFX14R94

Prices updated as at 14 Mar 2025
|
Prices in GBX
Investment objective
The Fund aims to maximise total return over the long term (5 years or more) through a combination of income and capital growth. The Fund will invest in government bond and credit securities globally. The Fund may also invest in collective investment schemes (up to 10% of Fund assets), other fixed income securities, warrants, cash, deposits and money market instruments.
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.
Company name
Liontrust Fund Partners LLP
Fund launch date
08 May 2018
Domicile
United Kingdom
UCITS
Yes
Lead manager
Donald Phillips
Lead manager start date
08 May 2018
Lead fund manager biography
Donald Phillips joined Liontrust in February 2018 from Baillie Gifford to create the Liontrust Global Fixed Income team with David Roberts and Phil Milburn. Donald is co-manager of Liontrust’s High Yield Bond and Absolute Return Bond strategies. Donald had been co-managing the European high-yield strategy at Baillie Gifford since 2010. More recently, he had been involved in the portfolio construction of a US high-yield fund. Previously, Donald worked at Kames Capital with David and Phil from 2005 to 2008. He graduated from the University of Strathclyde in 2004 with a BA in Economics.
Lead manager
Philip Milburn
Lead manager start date
08 May 2018
Lead fund manager biography
Phil Milburn joined Liontrust in January 2018 from Kames Capital to create the Liontrust Global Fixed Income team with David Roberts and Donald Phillips. Phil 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. Phil had spent over 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. Phil graduated from the University of Edinburgh in 1996 with a first class MA in Economics.
Head office
Liontrust Fund Partners LLP
2 Savoy Court London WC2R 0EZ
London
United Kingdom
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