George Boyd-Bowman

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Fund Performance

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Manager factsheet

George Boyd-Bowman
Link Fund Solutions (Luxembour, Waystone Management (UK) Limit
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Manager profile

George manages the Liontrust US Opportunities Fund and the Liontrust US Income Fund. He previously managed these two funds at Neptune Investment Management, before moving to Liontrust in October 2019. He also undertakes team research on the global financials sector. George has a first class degree in Economics and Management from Oxford University.

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Annualised total return over 12.1 years

+2.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
George Boyd-Bowman	-1.9	-11.2	4.9	-	2.0
Peer Group Composite	-4.1	-3.7	39.8	69.0	122.5
Over / Under	2.2	-7.5	-34.9	-	-120.5

Total return for George Boyd-Bowman

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 : George Boyd-Bowman

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

George Boyd-Bowman	-1.9	-1.8	-8.9	12.3	5.4	4.7	-	-	-9.4	5.7
Peer Group Composite	-4.1	2.1	-2.7	31.0	10.1	11.7	8.3	13.0	9.2	7.6
Over / Under	2.2	-3.9	-6.2	-18.7	-4.7	-7.0	-	-	-18.6	-1.9

Performance vs peer group composite: George Boyd-Bowman

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

Outperformed peer group composite

1 year

out of a possible 8

Overall markets

Underperformed peer group composite

7 years

out of a possible 8

Rising markets

Outperformed peer group composite

0 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

LF Lightman European Equities	Co-managed	FO Equity - Europe inc UK	since Jun 01 2024 to present
WS Lightman European	Co-managed	UT Europe Excluding UK	since Jun 01 2024 to present

Funds managed previously

Fund	Periods

Liontrust US Income	since Sep 30 2016 to fund close
Liontrust Global Dividend	since Dec 20 2012 to Nov 28 2017
Liontrust US Opportunities	since Aug 28 2018 to Jul 09 2023
Liontrust Global Innovation	since Jan 01 2012 to Jun 29 2016
Liontrust Income	since Jan 01 2012 to Jun 29 2016
Liontrust Balanced	since Mar 01 2013 to Jun 29 2016
Liontrust Japan Opportunities	since Apr 01 2013 to Jun 29 2016
Neptune UK Higher Income	since Jul 15 2013 to fund close
Neptune Global Income	since Dec 20 2012 to fund close