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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

The objective of the fund is 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 : 31/12/2016 - 31/12/2017
  • Rank 2/85 Total Return
  • Rank 73/85 Standard Deviation
  • Rank 55/85 Max Drawdown
Fund Name Currency Return
1 P&G Structured Credit Opportunities Fund A EUR

12.6%

2 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

12.4%

3 Bel Air Product Strategy Dynamic USD C EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

10.1%

4 Alegra Credit Fund -EUR- EUR

9.3%

5 Insight - Absolute Insight Credit B1p EUR EUR

6.4%

Fund Name Currency Risk
71 FINCA Active Duration EUR

2.8

71 PVE Credit Value A EUR EUR

2.8

73 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

74 Insight Total Return Bond S Euro Dis EUR

3.6

75 Old Mutual Absolute Return Govt Bd A EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3

Fund Name Currency Loss
53 Janus Henderson Glo Unconstrained Bd A acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

54 GAM Star Absolute Return Bond EUR Inst EUR

-1.0%

55 PVE Credit Value A EUR EUR

-1.1%

55 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

57 Hedge Invest Numen Credit EUR I Initial EUR

-1.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 12.4% 4.3% 5.3% 1.9% 0.5%
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 size223Mn
  • Base currencyEUR
  • ISIN IE00BC9S3X23
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • 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).