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Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Ranked 14 out of 89 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

S. Kenneth Leech

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 : 30/04/2016 - 30/04/2017
  • Rank 14/89 Total Return
  • Rank 83/89 Standard Deviation
  • Rank 78/89 Max Drawdown
Fund Name Currency Return
12 Infinigon Investmentgrade Collateralized Loan F BI EUR

7.6%

13 XAIA Credit Curve Carry (I) EUR EUR

7.2%

14 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

7.0%

15 Lyxor/Chenavari Credit Fund I EUR acc EUR

6.9%

16 Invesco Active Multi-Sector Credit C Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.5%

Fund Name Currency Risk
81 Swiss Life Funds (LUX) Multi Asset Dynamic (EUR) R EUR

4.5

82 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.1

83 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.5

84 HSBC GIF GEM Debt Total Return M1C EUR EUR

5.7

85 TCW Funds - MetWest Unconstrained Bond Fund IE -YD EUR

6.0

Fund Name Currency Loss
76 HI-Renten Euro Long/Short-Fonds EUR

-3.2%

77 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

78 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

79 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

80 Henderson Credit Alpha Y Gross Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.3%
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 size220Mn
  • 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

Bond group CIO: energy valuations are ‘mouth-watering’

Sector sell-off and oil price plunge have created a host of attractive entry points, says Western Asset’s Ken Leech.

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