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Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 13 out of 93 in - Bond Strategies over 12 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 : 31/05/2017 - 31/05/2018
  • Rank 13/93 Total Return
  • Rank 63/93 Standard Deviation
  • Rank 19/93 Max Drawdown
Fund Name Currency Risk
62 Amundi Fds Glb Macro Bonds & Ccy Low Vol - AE (C) EUR

2.3

63 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

64 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

65 Emirates Em Market Corp Bond Abs. Return A EUR C EUR

2.5

Fund Name Currency Loss
17 Candriam Long Short Credit C EUR

-0.8%

18 Payden Absolute Return Bond EUR Acc EUR

-0.8%

19 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

20 Ascensio II Absolute Return Bond Fund EUR

-1.0%

21 LBPAM Kames Absolute Return Bond Global I EUR

-1.0%

21 Danske Invest Neutral Kasvu EUR

-1.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
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. Luxembourg
  7. Spain
  8. United Kingdom

Fund Info

  • Launch date16/11/2015
  • Share Class size01Mn
  • 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).