Liontrust
Liontrust Sustainable Future Monthly Income Bond Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 5 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.
What it bought and sold
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
- TrimmedDeutsche TelekomJun 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.
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