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Thornburg Global Equity Income Cl A

Ranked 40 out of 207 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Brian J. McMahon

Brian McMahon is chief executive officer and chief investment officer of Thornburg Investment Management and is responsible for the company’s overall investment activity. He is also portfolio manager of the Thornburg Investment Income Builder Strategy, the Global Opportunities Strategy and the Global Equity Income Strategy. Brian was named president of Thornburg Investment Management in 1997 and CEO in 2008. He was portfolio manager of Thornburg’s laddered municipal bond portfolios from their inception until 2000, and remains actively involved in securities analysis for other Thornburg portfolios. Brian holds an MBA from Dartmouth College’s Amos Tuck School and a BA in economics and Russian studies from the University of Virginia.

W. Vinson Walden

Vinson Walden is portfolio manager of the Thornburg Global Opportunities Strategy and the Global Equity Income Strategy. He joined the firm as associate portfolio manager in 2002 as a member of the management team for the Thornburg domestic and international strategies and was promoted to portfolio manager in 2006. Vinson is a CFA Charterholder and holds a BS from Boston University and an MBA from Columbia University.


The main investment objective of the Fund is to provide a level of current income which generally exceeds the average yield on U.S stocks. The secondary goal is long-term capital appreciation. The Fund seeks to achieve its objective through investing (under normal market conditions) at least 80% of its NAV in income producing securities, mainly Equities, subject to at least 75% of its NAV being invested in common stocks and no more than 10% of NAV invested in Debt Securities.

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


Global Equity Income over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 26.3% 6.4% 6.8% 4.2% 6.7%
2016 11.6% 0.4% -2.4% 11.6% 2.0%
2015 1.8% 4.0% -0.1% -6.3% 4.6%
2014 3.0% 1.4% 3.2% -3.3% 1.8%
2013 19.9% 8.0% 0.0% 2.6% 8.2%
2012 6.6% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date29/06/2012
  • Share Class size02Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management1.50%

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