PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Philip Milburn
Liontrust Global Funds plc, Liontrust
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
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 9.2 2.4 -5.6 -1.6 2.9 5.8 - 3.9 4.8 0.3
Peer Group Composite 7.6 1.2 -1.4 1.1 3.0 4.4 - 1.9 18.1 1.2
Over / Under 1.6 1.2 -4.2 -2.7 -0.1 1.4 - 2.0 -13.3 -0.9
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 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
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
Aegon High Yield Bond since Nov 01 2003 to Aug 09 2017
Aegon Strategic Global Bond since Nov 08 2007 to Aug 10 2017
Aegon High Yield Global Bond since Nov 08 2007 to Aug 09 2017
Aegon Ethical Corporate Bond since May 01 2002 to Dec 31 2010
Aegon Strategic Bond since Nov 01 2009 to Aug 10 2017
AEGON European Bond Fund since Sep 01 2006 to Dec 31 2007
Aegon Sterling Corporate Bond since Nov 24 2003 to Feb 29 2004
Aegon Strategic Bond since Dec 16 2003 to Feb 29 2004
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Fixed income markets, the future of gold and whether investors have missed the rally in stocks and bonds: Thoughts from Fundswire this week By Diana Llewellyn  15-Nov-2024
Group The stocks Edinburgh IT’s new manager has bought and sold since taking over By Emma Wallis  12-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Group The European funds striking the best balance between risk and reward By Patrick Sanders  31-Oct-2024
Group Liontrust Special Situations: Should you buy, hold or fold? By Patrick Sanders  23-Oct-2024
Group Is a ‘market neutral’ allocation to the US too big a bet? By Emma Wallis  14-Oct-2024
Group The most defensive UK funds and trusts By Jonathan Jones  10-Oct-2024
Group The global equity race: Step aside hare, here comes the tortoise… By Jo Groves  09-Oct-2024
Group The best investment trust managers you might not know yet By Emma Wallis  04-Oct-2024
Group The best and worst funds in September By Jonathan Jones  01-Oct-2024
Group A rotation in markets, UK equities in a sweet spot and a back-to-school reading list: Thoughts from Fundswire this week By Diana Llewellyn  27-Sep-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc