Liontrust
Liontrust Sustainable Future Monthly Income Bond Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Liontrust for every strategy.
Performance
as of Jun 30, 2026 · net of fees · B Gr Inc
- 1Y+4.5%index +4.6%
Index: Markit iBoxx GBP Corporates
| 1Y | |
|---|---|
| Liontrust Sustainable Future Monthly Income Bond Fund | +4.5% |
| Markit iBoxx GBP Corporates | +4.6% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 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
- New positionWestfield StratfordJun 2026
we added a new position in Westfield Stratford, supported by its BREEAM “excellent” rating and ongoing energy performance initiatives, funding the purchase from Deutsche Telekom.
we switched into a new Lloyds Tier 2 bond where valuation was attractive versus our existing subordinated exposure
we added a new position in Westfield Stratford, supported by its BREEAM “excellent” rating and ongoing energy performance initiatives, funding the purchase from Deutsche Telekom.
and extended our position in short-dated Santander bonds for an attractive spread pick-up.
including a small extension within Caixabank for an attractive pick-up in both spread and yield.
participated in a new issue from Investec after the deal came with a healthy premium