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Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 70 out of 86 in - Bond Strategies over 3 months
All calculations are in EUR unless stated

Managed by

Regina Borromeo

Regina Borromeo joined Brandywine Global in December 2010 and has 12 years of investing experience. Previously, she was a vice president - portfolio manager and senior credit analyst, global fixed income with Morgan Stanley Investment Management in London (2007-2010) and held various fixed income analyst positions with Morgan Stanley Investment Management in Philadelphia (2001-2007). Regina earned her Bachelor of Arts in Communications from the University of Pennsylvania and was part of the undefeated squash team of the University of Pennsylvania in 2000, winning both the National Championship and Ivy League Team titles that year.

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.

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Performance

Bond Strategies over : 31/07/2017 - 31/10/2017
  • Rank 70/86 Total Return
  • Rank 56/86 Standard Deviation
  • Rank 64/86 Max Drawdown
Fund Name Currency Return
68 BSF European Credit Strategies H2 EUR EUR

-0.3%

69 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

70 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

71 GAM Multibond - Absolute Return Bd Defender-EUR B EUR

-0.4%

72 GAM Star Absolute Return Bond EUR Inst EUR

-0.4%

Fund Name Currency Risk
54 Goldman Sachs Glo Strat Macro Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

55 HSBC GIF GEM Debt Total Return M1C EUR EUR

1.5

56 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

57 XAIA Credit Curve Carry (I) EUR EUR

1.6

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

58 GAM Multibond - Absolute Return Bd Plus-EUR B EUR

1.7

Fund Name Currency Loss
62 (LF) Absolute Return Eurobank I EUR

-0.6%

63 GAM Multibond - Absolute Return Bd-EUR B EUR

-0.6%

64 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

65 PTR-Kosmos-P EUR EUR

-0.6%

66 Kames Absolute Return Bond Global B Acc EUR (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
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).