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You are here: Manager factsheet

Philip Milburn

Liontrust Global Funds plc, Liontrust Fund Partners LLP
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
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.
Total return for Philip Milburn
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Philip Milburn

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Philip Milburn 11.3 - 6.0 10.6 5.3 1.7 10.0 8.3 7.3 27.1
Peer Group Composite 8.7 - 7.4 11.5 1.5 2.1 10.0 4.1 7.6 20.2
Over / Under 2.6 - -1.4 -0.9 3.8 -0.4 0.0 4.2 -0.3 6.9
Performance vs peer group composite: Philip Milburn
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust GF Strategic Bond Co-managed FO Fixed Int - USD since Apr 13 2018 to present
Liontrust Strategic Bond Co-managed UT Sterling Strategic Bond since May 08 2018 to present
Liontrust GF High Yield Bond Co-managed FO Fixed Int - USD High Yield since Jun 08 2018 to present
Liontrust GF Absolute Return Bond Co-managed FO Absolute Return since Jun 26 2018 to present
Funds managed previously
Fund Periods
Kames High Yield Bond since Nov 01 2003 to Aug 09 2017
Kames Strategic Global Bond since Nov 08 2007 to Aug 10 2017
Kames High Yield Global Bond since Nov 08 2007 to Aug 09 2017
Kames Ethical Corporate Bond since May 01 2002 to Dec 31 2010
Kames Strategic Bond since Nov 01 2009 to Aug 10 2017
AEGON European Bond since Sep 01 2006 to Dec 31 2007
Kames Sterling Corporate Bond since Nov 24 2003 to Feb 29 2004
Kames Strategic Bond since Dec 16 2003 to Feb 29 2004
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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