Stuart Steven/ Aitken Ross/ Kenny Watson
Stuart Steven is a co-fund manager of the Liontrust Monthly Income Bond Fund, having joined Alliance Trust Investments in December 2009 before it was acquired by Liontrust. Steven 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.
Aitken Ross was promoted to Co-Fund Manager of the Liontrust Monthly Income Bond Fund in March 2014. Ross joined the Alliance Trust graduate programme in 2010 after graduating from Dundee University with a First in Accountancy and Finance and subsequently completing an MA in International Financial Analysis at Newcastle University. He is also a CFA charterholder
Kenny Watson was appointed a Co-Fund Manager of the Liontrust Monthly Income Bond Fund in April 2015. He joined Alliance Trust in 2013 from Ignis Asset Management where he worked for 15 years. Watson started his career at KPMG, after qualifying as a chartered accountant, before joining Murray Johnstone as a trainee fund manager in UK equities in 1994. He has a BA in Accounting & Economics from the University of Strathclyde, is a chartered accountant and is an Associate of the UK Society of Investment Professionals.
Stuart Steven/ Aitken Ross/ Kenny Watson has 8.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.09%.
During the worst period of relative performance (from January 2013 - August 2016) there was a decline of 13% relative to the index. The worst absolute loss has been 10%.
|Periods of worst performance
(January 2020 - March 2020)
(January 2013 - August 2016)