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Legg Mason IF Brandywine Glo Inc OptimiserA IncGBP

Ranked 25 out of 61 in - Sterling Strategic Bond over 12 months
All calculations are in USD unless stated

Managed by

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

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.

Anujeet Sareen

Objective

The Fund's main goal is to generate income in all market conditions over a rolling 3-5 year period. Maintaining the value of the fund is a secondary goal. The fund invests at least 80% of its assets in bonds by corporations and governments including asset-backed securities. The fund may invest anywhere in the world, including emerging market countries

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Sterling Strategic Bond over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% 5.0% 4.7%
2016 -5.1% 1.8% -3.1% 1.3% -5.0%
2015 -8.3% -2.5% 5.6% -7.5% -3.7%
2014 -2.9% 3.4% 5.9% -6.3% -5.3%
2013 6.5% -3.3% -1.7% 6.9% 4.9%
2012 23.2% 9.8% -0.7% 7.5% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/12/2011
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B756CL64

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.70%
  • Initial investment0

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