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You are here: Manager factsheet

Donald Phillips

Liontrust Global Funds plc, Liontrust Fund Partners LLP
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
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.
Total return for Donald Phillips
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Donald Phillips

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
Donald Phillips 10.5 10.5 8.6 8.4 -3.6 6.9 12.1 19.7 -4.3 -
Peer Group Composite 8.2 7.9 7.6 8.5 -1.3 5.2 8.0 17.1 -4.4 -
Over / Under 2.3 2.6 1.0 -0.1 -2.3 1.7 4.1 2.6 0.1 -
Performance vs peer group composite: Donald Phillips
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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
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
Baillie Gifford High Yield Bond since Jun 01 2010 to Jan 09 2018
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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