Veteran Liontrust fund manager to retire

Veteran fund manager David Roberts is to retire from fund management in August. This comes after a career of managing fixed income funds and investment teams that began in 1988.

Roberts joined Liontrust in January 2018 along with Phil Milburn and Donald Phillips to create the Liontrust Global Fixed Income team. Since their launch in 2018, Roberts has co-managed with Milburn and Phillips the Liontrust Strategic Bond, GF Strategic Bond and GF Absolute Return Bond funds. He has also been assisting Milburn and Phillips in managing the Liontrust GF High Yield Bond fund over the past four years.
 
Roberts will increasingly step back from investment management over the next few months and reduce his marketing commitments, with Milburn and Phillips becoming Co-Heads of the Liontrust Global Fixed Income team. Milburn will be responsible for macro-economic analysis, while Milburn and Phillips will continue to co-manage the four funds.

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