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Thornburg Global Opportunities Cl A

Ranked 490 out of 2955 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 : 30/09/2016 - 30/09/2017
  • Rank 490/2955 Total Return
  • Rank 1484/2955 Standard Deviation
  • Rank 1078/2955 Max Drawdown

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 size35Mn
  • Base currencyUSD
  • ISIN IE00B6QTNJ29

Purchase Info

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

Charges

  • Annual management1.50%

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