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Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Ranked 2 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Objective

To maximise total return, consisting of income and capital appreciation. The Fund invests in debt securities, convertible bonds, preferred shares and warrants that are listed or traded on Regulated Markets located anywhere in the world, including Emerging Market Countries, units or shares of other collective investment schemes, and financial derivative instruments. In managing this Fund, the Sub-Investment Managers use a global, macro strategy that seeks long-term value and includes active management of duration, yield curve and volatility.

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

Performance

Bond Strategies over : 30/06/2016 - 30/06/2017
  • Rank 2/85 Total Return
  • Rank 79/85 Standard Deviation
  • Rank 71/85 Max Drawdown
Fund Name Currency Return
1 Alegra Credit Fund -EUR- EUR

14.5%

2 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

11.2%

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

10.2%

4 Alternative Fixed Income Fund I EUR

9.7%

5 XAIA Credit Debt Capital (I) EUR

9.2%

Fund Name Currency Risk
77 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

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

4.9

79 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

80 Rivoli Long/Short Bond Fund P EUR

5.7

81 HSBC GIF GEM Debt Total Return M1C EUR EUR

6.3

Fund Name Currency Loss
69 Old Mutual Absolute Return Govt Bd A EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

70 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

71 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

72 Henderson Credit Alpha Y Gross Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

73 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 5.3%
2016 6.1% 1.8% 2.9% 2.7% -1.3%
2015 2.0% 3.5% -1.5% -1.6% 1.6%
2014 8.0% 5.0% 2.8% 0.9% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Singapore
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date29/11/2013
  • Share Class size217Mn
  • Base currencyEUR
  • ISIN IE00BC9S3X23
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0

Related News

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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).