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Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 13 out of 87 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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Bond Strategies over : 30/06/2017 - 30/09/2017
  • Rank 13/87 Total Return
  • Rank 76/87 Standard Deviation
  • Rank 66/87 Max Drawdown
Fund Name Currency Return
11 XAIA Credit Curve Carry (I) EUR EUR

1.2%

12 Insight - Absolute Insight Credit B1p EUR EUR

1.2%

13 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2%

14 Amundi 24 M E (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

14 Danske Invest Neutral Kasvu EUR

1.1%

Fund Name Currency Risk
74 Neuberger Berman Global Bd Abs Ret EUR I Acc EUR

3.2

75 Alpamayo Credit Fund UI AK I EUR

3.3

76 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

77 Principal GI Finisterre EM Debt EUR Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7

78 Swiss Life Funds (LUX) Multi Asset Dynamic (EUR) R EUR

4.2

Fund Name Currency Loss
64 Bel Air Product Strategy Dynamic USD C EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

65 Pioneer Funds Absolute Return Bond E No Dis EUR EUR

-0.6%

66 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

66 LBBW Pro-Fund Credit I EUR

-0.6%

68 PTR-Kosmos-P EUR EUR

-0.6%

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. Finland
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Spain
  8. 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%

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