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Thornburg Global Opportunities Cl A

Ranked 2595 out of 2985 in - Global 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.

Objective

The investment objective of the Fund is to provide investors with long-term capital appreciation by investing primarily in equity securities, which will typically comprise at least 90% of Net Asset Value (NAV ).

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

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 2595/2985 Total Return
  • Rank 2641/2985 Standard Deviation
  • Rank 2735/2985 Max Drawdown
Fund Name Currency Return
2593 IXE-BNP Paribas Accs Mercados Desarrollados FIRV A USD

16.5%

2594 Nordea 1 - Global Stable Equity BP EUR USD

16.5%

2595 Bendigo Managed Wholesale-Bendigo High Growth WS

Currency exposure is hedged

Currency exposure is hedged

AUD

16.5%

2595 Thornburg Global Opportunities Cl A USD

16.5%

2597 Invesco Intactive Maximum Growth Port Cl Srs A USD

16.5%

2597 OLZ - Equity World ex CH Optimized ESG I-C USD

16.5%

2597 CFS FirstChoice Multi-Index High Growth A

Currency exposure is hedged

Currency exposure is hedged

AUD

16.5%

Fund Name Currency Risk
2639 Argenta Actions Monde R Cap USD

7.2

2639 Australian Ethical Diversified Shares Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

7.2

2641 Thornburg Global Opportunities Cl A USD

7.3

2641 Lazard Placements Actions USD

7.3

2643 Accent Fund Equity World Cap USD

7.3

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.1% 4.4% 2.5%
2016 4.4% -1.6% -6.5% 7.6% 5.5%
2015 -1.5% 6.9% -0.6% -10.6% 3.7%
2014 18.8% 4.3% 9.0% -2.2% 6.9%
2013 28.2% 7.3% 0.4% 9.4% 8.8%
2012 -9.7% 12.5% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland

Fund Info

  • Launch date30/03/2012
  • Share Class size47Mn
  • Base currencyUSD
  • ISIN IE00B6QTNJ29

Purchase Info

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

Charges

  • Annual management1.50%

Related News

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