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Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Ranked 12 out of 87 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 globally. You can view performance in individual jurisdictions.

Performance

Bond Strategies over : 31/01/2017 - 31/01/2018
  • Rank 12/87 Total Return
  • Rank 60/87 Standard Deviation
  • Rank 41/87 Max Drawdown
Fund Name Currency Return
10 Insight - Absolute Insight EM Mkt Debt B1p EUR EUR

4.9%

10 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9%

12 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7%

13 PIMCO GIS Credit Absolute Return I EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6%

14 Invesco Active Multi-Sector Credit C Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

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

1.7

60 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

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

1.8

62 Pioneer Funds Absolute Return Bond E No Dis EUR EUR

1.8

Fund Name Currency Loss
40 Parvest Bond Absolute Return V700 N Cap EUR

-0.6%

41 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

42 Kames Absolute Return Bond Global C Acc EUR (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

42 OYSTER Flexible Credit R EUR PR EUR

-0.6%

Total Return

Quarterly Performance

to 01/01/2018 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. 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).