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You are here: Manager factsheet

Stuart Steven

Liontrust Fund Partners LLP, Liontrust Global Funds plc
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Stuart has been involved in managing multi-currency fixed income portfolios since 1991, with experience in managing teams and marketing fixed income funds. He has an additional 5 years’ related investment experience. He joined Alliance Trust in December 2009 and is Co-Fund Manager of Alliance Trust Monthly Income Bond Fund. Following a period 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 highly successful 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.
Total return for Stuart Steven
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
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 -1.3 8.9 7.8 2.5 4.5 3.6 22.0 -3.7 - 11.8
Peer Group Composite -0.8 5.3 6.5 1.7 6.7 3.0 13.1 3.8 - 11.4
Over / Under -0.5 3.6 1.3 0.8 -2.2 0.6 8.9 -7.5 - 0.4
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
6 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 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 Fixed Interest Trust 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 fund close
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
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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