Liontrust
Liontrust GF Global Corporate Bond Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Liontrust for every strategy.
Performance
as of Sep 30, 2026 · USD · B5 Acc
- YTD0.0%
| YTD | |
|---|---|
| Liontrust GF Global Corporate Bond Fund | 0.0% |
Calendar years
- 2025+2.4%
- 2024+17.2%
- 2023+5.3%
- 2022−15.7%
- 2021+3.2%
- 2020+6.4%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We also added Carlisle Companies and initiated positions in two US rail businesses, Union Pacific and Burlington Northern Santa Fe.
We purchased bonds issued by Duke Energy in the US and ESB in Ireland.
We exited high-yield bonds issued by SoftBank Group as its increasingly aggressive approach to funding AI- related capital expenditure reduced our conviction in the credit.
We also sold Burford Capital, the litigation- finance company, taking profits in both.
- New positionESBSep 2026
We purchased bonds issued by Duke Energy in the US and ESB in Ireland.
We also added Carlisle Companies and initiated positions in two US rail businesses, Union Pacific and Burlington Northern Santa Fe.
We also added Carlisle Companies and initiated positions in two US rail businesses, Union Pacific and Burlington Northern Santa Fe.
switching into better value Barclays bonds, in a relative value connoisseurs switch.
- AddedSmurfit KappaJun 2026
We also bought bonds newly issued by solid packaging company Smurfit Kappa,
- AddedSuezJun 2026
we bought bonds issued by French utility Suez,
We sold short-dated Broadcom bonds and sold bonds issued by UK bank Natwest,
We sold short-dated Broadcom bonds and sold bonds issued by UK bank Natwest,
Also held
- Bank of Montreal
- Cloud Software Group
- Arcosa
- Smurfit Kappa
- Alphabet
- WP Carey