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Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Ranked 4 out of 83 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 : 31/10/2016 - 31/10/2017
  • Rank 4/83 Total Return
  • Rank 76/83 Standard Deviation
  • Rank 72/83 Max Drawdown
Fund Name Currency Risk
74 Seven Fixed Income Fund EUR-I (cap) EUR

5.2

75 P&G Structured Credit Opportunities Fund A EUR

5.3

76 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

77 Schroder GAIA Cat Bond EUR Hedged F Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.5

78 HSBC GIF GEM Debt Total Return M1C EUR EUR

6.6

Fund Name Currency Loss
70 Insight Total Return Bond S Euro Dis EUR

-3.3%

71 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

72 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

73 Threadneedle Absolute Rtrn Bnd Gross EUR Hdg 2Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

74 Henderson Credit Alpha Y Gross Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 5.3% 1.9%
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 size213Mn
  • 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).