Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 25 out of 87 in - Bond Strategies over 3 months
All calculations are in EUR unless stated

Managed by

Tracy Chen

Gary Herbert

Gary Herbert, CFA has over 20 years’ experience in high yield and is currently global head of credit and lead portfolio manager at Brandywine Global based in Philadelphia, where he deals in bonds, using macro and fundamental strategies. Gary joined the firm in March 2010 and prior to this, he was managing director and portfolio manager at Guggenheim Partners. He graduated from Columbia University with an MBA (Hons) in Finance and Villanova University with a BA. Outside of fund management, Gary lists tennis and skiing among his interests.

Brian Kloss

Objective

The investment objective of the Fund is to maximise total return through a high level of income and capital appreciation. The Fund seeks to achieve its investment objective primarily by taking a flexible investment approach to debt securities of issuers domiciled in any country, through both long exposure and short exposure (via derivatives). The Fund will invest opportunistically in global credit investments that the Sub-Investment Manager finds most attractive and navigate the credit quality spectrum throughout the Business Cycle.

Showing fund performance in Chile View performance globally

Performance

Bond Strategies over : 30/09/2017 - 31/12/2017
  • Rank 25/87 Total Return
  • Rank 27/87 Standard Deviation
  • Rank 19/87 Max Drawdown
Fund Name Currency Return
23 FINCA Active Duration EUR

0.6%

24 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

25 ShelteR Invest Low Volatility I Cap EUR

0.5%

25 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

27 M&G Total Return Credit Inv A EUR Acc EUR

0.4%

Fund Name Currency Risk
26 Natixis Credit Opportunities I/A (EUR) EUR

0.7

27 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

28 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

28 Ellipsis Polarius Credit Fund I EUR EUR

0.8

Fund Name Currency Loss
19 XAIA Credit Basis (I) EUR

-0.1%

19 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

21 Pareturn Gladwyne Absolute Credit I-B (EUR) EUR

-0.1%

21 Bel Air Product Strategy Dynamic USD C EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 1.2% 0.5%
2016 -2.3% 0.0% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Spain
  9. United Kingdom

Fund Info

  • Launch date16/11/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BYSFF105
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).