Jack Willis

Fund Manager, Sustainable Investment team

About Jack

Jack Willis is a fund manager covering several sectors including Telecoms, having joined Liontrust in April 2017 as part of the company's acquisition of Alliance Trust Investments (ATI). Jack started his career on the Alliance Trust Management Training programme in September 2014 after graduating with First Class Honours in Mathematics with Finance from the University of Leeds and subsequently completing an MSc in Finance and Investment with Distinction, also at the University of Leeds. Jack is a CFA Charterholder.

Jack Willis, Investment Manager

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Jack's funds

Monthly Income Bond
Sustainable Investment Team
The Fund seeks to produce monthly income payments together with capital growth by investing at least 80% of the portfolio in corporate bonds.
SF Corporate Bond
Sustainable Investment Team
The Fund invests at least 80% of the portfolio in investment grade corporate bonds denominated in sterling or hedged back to sterling.
GF SF European Corporate Bond
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR invests in euro denominated investment grade corporate bonds or non-euro denominated corporate bonds hedged back into euros.