Alliance Trust Monthly Income Bond Fund
Launching 15th June 2010
The Alliance Trust Monthly Income Bond Fund is co-managed by Gareth Quantrill and Stuart Steven who work closely with Rod Davidson and Stuart McMaster. At launch (15 June 2010), it is estimated that the Fund will be highly liquid and it is expected to generate an annual distribution yield of 6.3%, paid on a monthly basis. This will be achieved by investing in high quality, investment grade corporate bonds with actively managed interest rates risks. The Fund's benchmark is £iBoxx 5-15 Year Corporates.
With over 80 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 |
Edward Troughton, Managing Director, gives an introduction to the Alliance Trust Monthly Income Bond Fund. View transcript (PDF 50k)
Rod Davidson, Head of the Fixed Income Team, provides an overview of the Alliance Trust Monthly Income Bond Fund. View transcript (PDF 50k)
Gareth Quantrill, Co-manager of the Fund, gives an insight into the team's investment process. View transcript (PDF 50k)
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. For advice on investing, please consult an independent financial adviser. |
Diversified portfolio of 60-70 holdings
Average A-credit rating
Estimated Initial Annual Distribution
Yield - 6.3%
Estimated Initial Annual Underlying
Yield - 6.0%
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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