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Legg Mason BW Global Flexible Income Fund;A

Ranked 121 out of 359 in - US Dollar 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 Fund seeks a high level of current income. Under normal market conditions, the Fund seeks to meet its investment objective by primarily investing in U.S. and foreign fixed income securities, currencies and derivative instruments. As a Global Fund, the Fund can seek investment opportunities anywhere in the world.

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

Performance

US Dollar over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 1.2% 2.6%
2016 3.0% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/05/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN US52471E4567

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Initial investment4.25

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