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You are here: Manager factsheet

Stuart Steven

Liontrust Fund Partners LLP, Liontrust Global Funds plc
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, 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 Steven moved to Liontrust through the acquisition of Alliance Trust Investments in 2017, remaining the Head of the Sustainable Future Fixed Income team and also the Co-Fund Manager of Monthly Income Bond Fund and the SF 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
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
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 7.3 -1.3 8.9 7.8 2.5 4.5 3.6 22.0 -3.7 -
Peer Group Composite 7.8 -0.8 5.3 6.5 1.7 6.7 3.0 13.1 3.8 -
Over / Under -0.5 -0.5 3.6 1.3 0.8 -2.2 0.6 8.9 -7.5 -
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 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
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 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 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.

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