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

Stuart Steven
Liontrust, Liontrust Global Funds plc
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Stuart Steven joined Liontrust through the acquisition of Alliance Trust Investments in 2017, remaining the Head of the Sustainable Future Fixed Income team and also the Co-manager of the Liontrust Monthly Income Bond Fund, Sustainble Future Corporate Bond Fund and GF Sustainable Future European Corporate Bond Fund. After working in industry, Stuart joined Britannic Asset Management in 1994 and became Head of Corporate Bonds with responsibility for managing investment grade portfolios for retail and institutional funds. In 2000, he joined Legal & General as Director, Corporate Bonds, where, until 2006, he managed a team of credit specialists managing multi-currency assets. He joined Scottish Widows Investment Partnership in 2008 as investment director, managing a number of funds, including investment grade and absolute return funds. Stuart has been involved in managing multi-currency fixed income portfolios since 1994, with experience in managing teams and marketing fixed income funds. He has an additional five years’ related investment experience.
Total return for Stuart Steven
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
 
 
 
 
 
42-78m
 
 
 
 
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stuart Steven

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
Stuart Steven -4.9 -9.1 7.7 1.4 1.6 2.9 12.4 1.5 4.6 2.3
Peer Group Composite -4.7 -8.7 5.1 3.9 2.7 1.2 8.8 1.4 7.0 0.7
Over / Under -0.2 -0.4 2.6 -2.5 -1.1 1.7 3.6 0.1 -2.4 1.6
Performance vs peer group composite: Stuart Steven
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Sustainable Future Monthly Income Bond Co-managed UT Sterling Corporate Bond since Jun 14 2010 to present
Liontrust Sustainable Future Corporate Bond Co-managed UT Sterling Corporate Bond since Aug 20 2012 to present
Liontrust GF Sustainable Future European Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since May 29 2018 to present
Funds managed previously
Fund Periods
L&G (A&L) Income since Feb 01 2001 to Jan 01 2006
L&G Active Sterling Corporate Bond since Jun 01 2000 to Dec 31 2004
Alliance Trust Dynamic Bond since Aug 31 2012 to fund close
SWIP US Dollar Absolute Return since Jun 20 2007 to May 12 2009
Aberdeen Corporate Bond since Apr 01 2008 to Aug 31 2009
Aberdeen Absolute Return Bond since Jul 01 2008 to Jun 30 2009
Aberdeen European Corporate Bond since Oct 01 2008 to Jun 30 2009
SWIP Euro Absolute Return since Apr 01 2009 to Aug 31 2009
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Hargreaves keeps Liontrust fund on Wealth List after manager exit but admits lower conviction By Tom Aylott  25-May-2023
Group The UK funds delivering the highest returns for the lowest risk By Tom Aylott  05-May-2023
Group Active funds fall behind passives in 2023 rally By Gary Jackson  03-May-2023
Group The 0.1%: The only six funds holding FE fundinfo’s strongest ratings By Gary Jackson  25-Apr-2023
Group Troy, Liontrust and Lindsell Train: The UK funds investors sold most in Q1 By Matteo Anelli  24-Apr-2023
Group Should you sell Liontrust Special Situations after three underperforming years? By Tom Aylott  24-Apr-2023
Group Fidelity on asset allocation, getting a grip in slippery markets and leveraging the benefits of investment trusts: Thoughts from Fundswire this week By Diana Llewellyn  14-Apr-2023
Group Liontrust’s Ekstein: The most reliable stocks to hold in a downturn By Tom Aylott  12-Apr-2023
Group Equity income funds jump in popularity in 2023 By Gary Jackson  11-Apr-2023
Group Investing in the UK and the new opportunity in fixed income: Thoughts from Fundswire this week By Diana Llewellyn  06-Apr-2023
Group The European funds ticking (just about) every box over the past 3 years By Gary Jackson  04-Apr-2023
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 2023. 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