Liontrust's Milburn and Roberts on 'keeping it simple' as they ready trio of funds

Bias to US

Natalie Kenway
clock • 3 min read

Liontrust Asset Management's new fixed income managers Phil Milburn and David Roberts have unveiled further details of their upcoming launches in the strategic bond, high yield and absolute return sectors, subject to regulatory approval.

The pair said all strategies will be global in nature and will be able to collapse interest rate risk to zero should they want to. They also said they will work with a "comparatively smaller group of clients" than they did before in Kames Capital's fixed income team, which will help them ensure investors understand how the funds will perform. Roberts said: "We will be very clear in how we are positioned, ensuring the clients understand how the funds will perform at any point in time." Update: Liontrust plans triple bond fund launches as Baillie Gifford's Phillips to join team He...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Bonds

Coutts and JP Morgan fund updates investment policy to access catastrophe bonds

Coutts and JP Morgan fund updates investment policy to access catastrophe bonds

Following fund launch in May

Linus Uhlig
clock 18 December 2024 • 2 min read
Aegon AM's Iain Buckle: It is beginning to look a lot like 2024

Aegon AM's Iain Buckle: It is beginning to look a lot like 2024

Bond markets in 2025

Iain Buckle
clock 06 December 2024 • 4 min read
FCA seeks to appoint bond consolidated tape provider

FCA seeks to appoint bond consolidated tape provider

Application process

Sorin Dojan
clock 05 December 2024 • 2 min read
Trustpilot