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Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 18 out of 85 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 : 31/08/2017 - 31/08/2018
  • Rank 18/85 Total Return
  • Rank 40/85 Standard Deviation
  • Rank 26/85 Max Drawdown
Fund Name Currency Return
16 Janus Henderson Credit Alpha Y Acc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

17 XAIA Credit Basis (I) EUR

0.4%

18 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.3%

19 Danske Invest Neutral Kasvu EUR

0.1%

20 Deutsche Invest I Global Bonds High Conviction LC

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

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

0.0%

20 Ascensio II Absolute Return Bond Fund EUR

0.0%

Fund Name Currency Risk
38 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

39 Ostrum Credit Opportunities I/A (EUR) EUR

1.7

40 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

40 Candriam Patrimoine Obli-Inter I

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

42 PIMCO GIS Credit Absolute Return I EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

Fund Name Currency Loss
24 nordIX Basis UI AK I EUR

-1.2%

25 Alegra Credit Fund -EUR- EUR

-1.2%

26 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

26 Deutsche Invest I Short Duration Credit LC EUR

-1.3%

28 (LF) Absolute Return Eurobank I EUR

-1.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -0.6%
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).