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First Investors International Opptys Bond;A

Ranked 399 out of 1045 in - Global over 12 months
All calculations are in USD unless stated

Managed by

David F. Hoffman

David Hoffman started his career in 1979 at INA Capital Management. He then spent time working at Columbus Circle Investors and Hoffman Capital between 1983 and 1995 before joining Legg Mason in 1995. He is currently a managing director and lead portfolio manager on the Legg Mason Brandywine Global Fixed Income Fund. David is a CFA Charterholder.

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.

Stephen Smith

Stephen Smith is an economics and business graduate of Xavier University in the US city of Cincinnati. He began his career at First Pennsylvania Bank, where he was vice president and fixed income portfolio manager. Prior to joining Provident Capital Management in 1984, Stephen founded Munsch and Smith Management. At Provident, he served as senior vice president overseeing taxable fixed income, similar to a role he subsequently held at Mitchell Hutchins. In 1991, Stephen joined Brandywine as managing director and portfolio manager. Here, he adopts an active, top-down, value investment style over his range of global bond funds. Stephen uses real yield and currencies as the firm’s primary measures of value. Other factors he takes into account include macroeconomic trends and political risks, and both cash and derivatives are used for efficient portfolio management.

Objective

The Fund seeks total return consisting of income and capital appreciation. The Fund will primarily invest in sovereign debt and currencies, as well as in the investment-grade corporate bonds, of foreign issuers located in developed countries outside of the United States.

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

Performance

Global over : 30/09/2016 - 30/09/2017
  • Rank 399/1045 Total Return
  • Rank 696/1045 Standard Deviation
  • Rank 788/1045 Max Drawdown
Fund Name Currency Loss
788 myNEXT Bond E EUR Cap USD

-7.3%

788 First Investors International Opptys Bond;A USD

-7.3%

788 W&W Internationaler Rentenfonds

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.3%

788 Tury Global Bond EUR USD

-7.3%

788 Noris-Rendite-Fonds USD

-7.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 4.1% 2.9%
2016 2.0% 8.0% 0.3% 1.2% -7.1%
2015 -9.7% -1.5% -3.5% -3.8% -1.3%
2014 1.8% 3.1% 3.2% -3.0% -1.3%
2013 -3.5% -1.1% -3.4% 1.3% -0.4%
2012 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/08/2012
  • Share Class size60Mn
  • Base currencyUSD
  • ISIN US3206005056

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.72%
  • Initial investment4.5

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