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LM Brandywine Glo Fxd Inc Fd A Acc (AH) EUR

classificato 105 su 251 di - Globale su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

David F. Hoffman

David Hoffman started his career in 1979 at INA Capital Management. He then spent time working at Columbus Circle Investors and Hoffman Capital between 1983 and 1995 before joining Legg Mason in 1995. He is currently a managing director and lead portfolio manager on the Legg Mason Brandywine Global Fixed Income Fund. David is a CFA Charterholder.

Jack P. McIntyre

Originally from Jeffersonville, Indiana, Jack McIntyre graduated from the University of Massachusetts, the New York University and Stern Graduate Business School and holds an MBA in Finance and International Business. Also a CFA Charterholder, he currently manages global long-only and absolute return bond funds at Legg Mason. Based in Philadelphia, outside of work Jack enjoys golf and shooting.

Stephen Smith

Stephen Smith is an economics and business graduate of Xavier University in the US city of Cincinnati. He began his career at First Pennsylvania Bank, where he was vice president and fixed income portfolio manager. Prior to joining Provident Capital Management in 1984, Stephen founded Munsch and Smith Management. At Provident, he served as senior vice president overseeing taxable fixed income, similar to a role he subsequently held at Mitchell Hutchins. In 1991, Stephen joined Brandywine as managing director and portfolio manager. Here, he adopts an active, top-down, value investment style over his range of global bond funds. Stephen uses real yield and currencies as the firm’s primary measures of value. Other factors he takes into account include macroeconomic trends and political risks, and both cash and derivatives are used for efficient portfolio management.

Obiettivo

The Fund seeks to maximise total return through capital appreciation and income by investing at least two-thirds of its Net Asset Value in investment grade debt securities denominated in the currencies of, or issuers located primarily in, developed countries around the world. The Sub Investment Manager will concentrate investments in undervalued markets that provide the best opportunity for declining interest rates and a return to lower real rates over time.

Performance

Globale su un periodo di : 31/01/2016 - 31/01/2017
  • Classificazione 105/251 Rendimento totale
  • Classificazione 203/251 Deviazione Standard
  • Classificazione 142/251 Perdita Massima
Nome del Fondo Currency Ritorno
104 CoRe Global Opportunity E ND EUR EUR

2,8%

105 LM Brandywine Glo Fxd Inc Fd A Acc (AH) EUR

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

2,8%

106 myNEXT Bond E EUR Cap EUR

2,7%

107 Star Collection Obbligazionario Internazionale A EUR

2,7%

Nome del Fondo Currency Risk
202 Franklin Global Aggregate Bond A (acc) EUR EUR

5,3

203 LM Brandywine Glo Fxd Inc Fd A Acc (AH) EUR

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

5,3

204 Anima Hybrid Bond I EUR

5,4

205 Amundi Oblig Internationales EUR I EUR

5,4

Nome del Fondo Currency Perdita
141 PIMCO GIS Global Bond Inst EUR Hdg Acc

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-2,4%

142 LM Brandywine Glo Fxd Inc Fd A Acc (AH) EUR

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-2,4%

143 NN (L) Global Bond Opportunities X Cap EUR Hdgiii

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-2,4%

144 Franklin Strategic Income A (acc) EUR EUR

-2,4%

Rendimento totale

Performance trimestrale

a 01/01/2017 Annuale T1 T2 T3 T4
2016 3,2% 4,5% 0,0% 0,1% -1,3%
2015 -4,8% 3,6% -4,2% -4,3% 0,2%
2014 11,9% 2,1% 2,9% 2,9% 3,5%
2013 -0,2% 2,7% -2,0% -1,5% 0,7%
2012 10,6% 2,7% 1,6% 1,7% 4,2%
2011 7,9% 0,2% 0,8% 5,9% 0,8%
2010 7,0% 4,9% 3,7% 1,8% -3,2%
2009 17,5% 0,8% 7,7% 5,6% 2,6%
2008 1,3% 0,7% -6,2%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Macau
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Informazioni sul fondo

  • Inizio collocamento18/01/2008
  • Dimensione share class80Mn
  • Valuta di baseEUR
  • ISIN IE00B23Z8X43
  • L'esposizione valutaria coperta (dal rischio)

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1.000
  • Investimento aggiuntivo minimo0

Commissioni

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).