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Legg Mason WA Glo Credit Ab Ret A Dis M Hdg GBP

Ranked 20 out of 34 in - Bond Strategies over 12 months
All calculations are in GBP

Objective

The Fund seeks to maximise absolute return, through income and capital appreciation, by investing at least 70% of its Net Asset Value (NAV) in a combination of investment grade and high yield (no more than 50% non-investment grade) bonds, listed or traded anywhere in the world. The Fund may use derivatives to gain short exposure to debt securities and to gain exposure to interest rates or currencies.The Fund is permitted to have a negative average duration1, with an anticipated range of between -10 and +10 years, depending on the managers' forecast for interest rates and yields.

Performance

Bond Strategies over : 31/03/2014 - 31/03/2015
  • Rank 20/34 Total Return
  • Rank 18/34 Standard Deviation
  • Rank 21/34 Max Drawdown
Fund Name Return
18 Schroder GAIA KKR Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

0.2%

19 Alliance Trust Dynamic Bond B Net Acc

-0.1%

20 Legg Mason WA Glo Credit Ab Ret A Dis M Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

-0.2%

21 JPM Income Opportunity A (perf) Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-0.2%

22 Neuberger Berman Global Bond Abs Ret GBP I2 Acc

-0.2%

Fund Name Risk
16 Alliance Trust Dynamic Bond B Net Acc

0.7

16 Schroder GAIA KKR Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

0.7

18 Legg Mason WA Glo Credit Ab Ret A Dis M Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

0.8

18 DB Platinum Loomis Sayles R1C-G

0.8

20 Insight - Absolute Insight Credit B1p Sterling

0.8

Fund Name Loss
19 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-2.0%

20 HSBC GIF GEM Debt Total Return M1C GBP

-2.0%

21 Legg Mason WA Glo Credit Ab Ret A Dis M Hdg GBP

Currency exposure is hedged

Currency exposure is hedged

-2.2%

22 Neuberger Berman Global Bond Abs Ret GBP I2 Acc

-2.7%

23 Alliance Trust Dynamic Bond B Net Acc

-2.7%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 1.1%
2014 0.5% 1.8% 0.1% 0.0% -1.3%
2013 2.4% 2.4% -2.7% 1.0% 1.7%
2012 3.4% 0.6% 2.0% -0.1% 0.9%
2011 -1.0% 1.0% -0.1% -3.6% 1.8%
2010 1.7% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date20/05/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00B3S99D51
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500

Charges

  • Annual management1.5%

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