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Legg Mason Brandywine Global Cr Opps LM Acc USD

Ranked 40 out of 1040 in - Global over 12 months
All calculations are in USD 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

Global over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 2.4%
2016 5.3% -1.6% 0.8% 4.8% 1.4%
2015 -3.2% 2.3% -1.8% -2.3% -1.4%
2014 3.1% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Ireland
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/06/2014
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN IE00BMMV5Y32

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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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).