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Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Ranked 85 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Prashant Chandran

S. Kenneth Leech

Kenneth Leech is CIO at Western Asset Management Company. With 40 years’ experience in the investment industry, he was named US fixed income fund manager of the year in 2004 and was one of four finalists in both 2003 and 2006. Leech was added to the Fixed-Income Society’s Hall of Fame in 2007 and was part of the team that won the US Fixed Income Fund Manager Team of the Year in 2014. Leech graduated from the University of Pennsylvania’s Wharton School with three degrees.

Objective

The objective of the fund is to maximise total return, consisting of income and capital appreciation. The Fund invests in debt securities, convertible bonds, preferred shares and warrants that are listed or traded on Regulated Markets located anywhere in the world, including Emerging Market Countries, units or shares of other collective investment schemes, and financial derivative instruments. In managing this Fund, the Sub-Investment Managers use a global, macro strategy that seeks long-term value and includes active management of duration, yield curve and volatility.

Showing fund performance in Guernsey View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 85/85 Total Return
  • Rank 79/85 Standard Deviation
  • Rank 84/85 Max Drawdown
Fund Name Currency Return
81 Janus Henderson Glo Unconstr Bd AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.2%

82 Goldman Sachs Glo Strat Macro Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.5%

83 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.7%

84 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.6%

85 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.6%

Fund Name Currency Risk
77 HOF Hoorneman Phoenix Fund EUR

4.9

78 Prosperise Credit Value A EUR EUR

5.3

79 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

80 Hermes Multi-Strategy Credit F EUR Acc EUR

6.2

81 Hedge Invest Numen Credit EUR I Initial EUR

6.7

Fund Name Currency Loss
81 Insight - Absolute Insight EM Mkt Debt B1p EUR EUR

-7.4%

82 Prosperise Credit Value A EUR EUR

-8.3%

83 HSBC GIF GEM Debt Total Return M1C EUR EUR

-9.2%

84 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.7%

85 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -6.4% -2.0%
2017 12.4% 4.3% 5.3% 1.9% 0.5%
2016 6.1% 1.8% 2.9% 2.7% -1.3%
2015 2.0% 3.5% -1.5% -1.6% 1.6%
2014 8.0% 5.0% 2.8% 0.9% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date29/11/2013
  • Share Class size186Mn
  • Base currencyEUR
  • ISIN IE00BC9S3X23
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

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