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Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Ranked 2 out of 36 in - Bond Strategies over 12 months
All calculations are in GBP unless stated

Managed by

Regina Borromeo

Regina Borromeo joined Brandywine Global in December 2010 and has 12 years of investing experience. Previously, she was a vice president - portfolio manager and senior credit analyst, global fixed income with Morgan Stanley Investment Management in London (2007-2010) and held various fixed income analyst positions with Morgan Stanley Investment Management in Philadelphia (2001-2007). Regina earned her Bachelor of Arts in Communications from the University of Pennsylvania and was part of the undefeated squash team of the University of Pennsylvania in 2000, winning both the National Championship and Ivy League Team titles that year.

Tracy Chen

Gary Herbert

Gary Herbert, CFA has over 20 years’ experience in high yield and is currently global head of credit and lead portfolio manager at Brandywine Global based in Philadelphia, where he deals in bonds, using macro and fundamental strategies. Gary joined the firm in March 2010 and prior to this, he was managing director and portfolio manager at Guggenheim Partners. He graduated from Columbia University with an MBA (Hons) in Finance and Villanova University with a BA. Outside of fund management, Gary lists tennis and skiing among his interests.

Brian Kloss

Objective

The investment objective of the Fund is to maximise total return through a high level of income and capital appreciation. The Fund seeks to achieve its investment objective primarily by taking a flexible investment approach to debt securities of issuers domiciled in any country, through both long exposure and short exposure (via derivatives). The Fund will invest opportunistically in global credit investments that the Sub-Investment Manager finds most attractive and navigate the credit quality spectrum throughout the Business Cycle.

Showing fund performance in United Kingdom View performance globally

Performance

Bond Strategies over : 31/10/2016 - 31/10/2017
  • Rank 2/36 Total Return
  • Rank 32/36 Standard Deviation
  • Rank 20/36 Max Drawdown
Fund Name Currency Return
1 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

8.5%

2 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

8.1%

3 Insight - Absolute Insight Credit B1p Sterling GBP

7.2%

4 Hermes Multi Strategy Credit F GBP Dist Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

5 SLI Glo SICAV Total Return Credit D GBP GBP

4.0%

Fund Name Currency Risk
30 Insight - Absolute Insight EM Mkt Debt S GBP GBP

3.2

31 SLI Glo SICAV Total Return Credit D GBP GBP

3.3

32 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

33 Old Mutual Absolute Return Govt Bd F GBP Acc GBP

4.1

34 Lazard Emerging Markets Total Return Dbt A AccHGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

Fund Name Currency Loss
18 OM Strategic Absolute Return Bond GBP R Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

19 GAM Multibond - Absolute Return Bd-GBP A

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

20 PTR-Kosmos-HI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

20 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

22 Goldman Sachs Glo Strat Macro Bond Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.8% 1.8% 1.5%
2016 3.6% -2.0% 0.4% 4.3% 0.9%
2015 -4.2% 2.0% -2.0% -2.6% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Ireland
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date01/12/2014
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BSBN5T77
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment15Mn
  • Min. regular additional investment0

Charges

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