Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Ranked 8 out of 92 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 : 28/02/2016 - 28/02/2017
  • Rank 8/92 Total Return
  • Rank 90/92 Standard Deviation
  • Rank 81/92 Max Drawdown
Fund Name Currency Return
6 MLIS Beach Point Div Credit UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

13.4%

7 XAIA Credit Curve Carry (I) EUR EUR

13.3%

8 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

13.3%

9 XAIA Credit Debt Capital (I) EUR

12.6%

10 Tungsten SHY Synthetic High Yield UI - AK S EUR

11.3%

Fund Name Currency Risk
88 Hermes Multi Strategy Credit F EUR Acc EUR

6.7

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

7.4

90 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

8.0

91 Alpamayo Credit Fund UI AK I EUR

10.4

92 H2O Multibonds R C EUR

21.6

Fund Name Currency Loss
79 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

80 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

81 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

82 Hedge Invest Numen Credit EUR I Initial EUR

-3.9%

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

-4.1%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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. Chile
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Singapore
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date29/11/2013
  • Share Class size240Mn
  • 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).