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Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Ranked 2 out of 37 in - Bond Strategies over 12 months
All calculations are in GBP unless stated

Managed by

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 : 31/12/2016 - 31/12/2017
  • Rank 2/37 Total Return
  • Rank 34/37 Standard Deviation
  • Rank 15/37 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

12.2%

2 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

8.2%

3 Insight - Absolute Insight Credit B1p Sterling GBP

7.3%

4 Insight - Absolute Insight EM Mkt Debt S GBP GBP

6.4%

5 Lazard Emerging Markets Total Return Dbt A AccHGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9%

Fund Name Currency Risk
32 Neuberger Berman Global Bd Abs Ret GBP I2 Acc GBP

2.3

33 Lazard Emerging Markets Total Return Dbt A AccHGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

34 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7

35 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

36 Old Mutual Absolute Return Govt Bd F GBP Acc GBP

4.2

Fund Name Currency Loss
13 Loomis Sayles Strategic Alpha Bond Fund H-N/D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

14 JPM Income Opportunity A (perf) Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

15 PIMCO Select Unconstrained Bond Ret GBP Acc GBP

-0.5%

15 Kames Absolute Return Bond Global B Acc GBP GBP

-0.5%

15 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 3.8% 1.8% 1.5% 0.9%
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. France
  3. Ireland
  4. Singapore
  5. Switzerland
  6. 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).