Alliance Trust Monthly Income Bond Fund
The Fund is co-managed by Gareth Quantrill and Stuart Steven, who work closely with Rod Davidson and Stuart McMaster. The Team looks to invest in high-quality, investment-grade corporate bonds while actively managing any interest rate and currency risks. The Fund's benchmark is £iBoxx 5-15 Year Corporates.
With over 90 years of investment experience between them, the Team firmly believes that its integrated approach adds value, benefiting from a research-based process that is valuation driven. The Team believes that this ensures that the investment process will remain balanced, taking account of both top-down and bottom-up influences. The Team aims to identify those factors that it believes will be the drivers of bond market movements, rather than relying on a particular style bias.
The Team formulates its strategy on asset allocation and aggregate credit rating exposure based upon macro views. This incorporates input from our in-house Economics Research Centre. Alongside this, valuations are crucial to determining strategy for each stage of the decision making process.
Fund Manager Profiles
| Gareth Quantrill |
Stuart Steven |
 Gareth has 19 years' experience in managing fixed income products, specialising in credit analysis and corporate bond management.
Before joining Alliance Trust Asset Management, Gareth held the position of Head of Credit at Scottish Widows and Henderson Global Investors. |
 Stuart has been involved in managing multi-currency fixed income portfolios for over 15 years.
During his career, Stuart has held a number of senior roles including Head of Corporate Bonds at Britannic Asset Management, Director, Corporate Bonds at Legal & General and Investment Director - Credit & Absolute Return at Scottish Widows Investment Partnership. |
Gareth and Stuart will also work closely with Rod Davidson and Stuart McMaster.
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| Fund Manager Videos |
Fund overview |
Rod Davidson, Head of the Fixed Income Team, in conversation James Calder, Research Director at City Asset Management.
Archive Videos
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The value of investments and any income from them can go down as well as up.
Past performance is not a guide to future performance. The yield is not guaranteed and may fall below the figures stated in this video. Income can fall as well as rise as a result of market and currency fluctuations. Capital growth may be constrained or eroded with annual charges being deducted from capital. Investors may be subject to tax on distributions. Whilst care has been taken in compiling the content of this video, no representation or warranty, express or implied, is made by Alliance Trust Asset Management Limited as to its accuracy or completeness. Nothing said or covered in this video should be construed as being an invitation or inducement to engage in investment activity. No advice is given by Alliance Trust Asset Management Limited.
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Diversified portfolio of 60-70 holdings
Average A-credit rating
Annualised income of 6%*, paid month-in, month-out.
Interest rate and currency risks actively managed
Focused on all market opportunities
Click here for Frequently Asked Questions relating to the Alliance Trust Monthly Income Bond Fund
Click here for a Glossary relating to the Alliance Trust Monthly Income Bond Fund
Where can I buy?
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