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Legg Mason WA Global Multi Strat A Dis D USD

Ranked 94 out of 157 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Ian R. Edmonds

Ian R. Edmonds is a portfolio manager and research analyst at Western Asset Management, where he has worked since 1994. Edmonds was educated at University College, London, where he achieved a degree in Mathematics, later moving to Bacon & Woodrow and becoming a part-qualified Actuary. Edmonds then made the move into fund management with Western Asset Management, and is responsible for the Legg Mason WA Global Multi Strategy fund. He runs the fund with a fundamental and active sector rotation approach, seeking sectors that have the best relative value, total return potential and risk diversification characteristics. Edmonds enjoys football outside of work.

Objective

The Fund seeks to maximise total return through income and capital appreciation by investing primarily in debt securities across the major fixed income sectors and that are listed or traded in developed and emerging market countries and denominated in U.S. dollars, Japanese yen, pound sterling, euro and a variety of other currencies. The Fund will have a substantial portion invested in debt securities rated BB or lower by S&P, or equivalent quality, but may also invest in high yielding debt securities which are of a lesser quality.

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

Performance

Global Flexible over : 31/12/2016 - 31/12/2017
  • Rank 94/157 Total Return
  • Rank 51/157 Standard Deviation
  • Rank 38/157 Max Drawdown
Fund Name Currency Loss
36 Edmond de Rothschild Fund- Crossover Credit A USDH

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

36 Jupiter JGF Dynamic Bond L USD Q Inc HSC

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

38 London & Capital Global Growth Fixed Inc X USD Inc USD

-0.3%

38 Legg Mason WA Global Multi Strat A Dis D USD USD

-0.3%

40 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 3.0% 2.2% 1.6% -0.2%
2016 11.6% 3.7% 4.6% 3.2% -0.3%
2015 -5.3% 2.5% -1.4% -4.8% -1.5%
2014 2.1% 1.9% 3.1% -1.4% -1.4%
2013 -3.2% -0.4% -4.8% 1.1% 0.9%
2012 10.2% 3.6% 0.6% 4.2% 1.5%
2011 2.0% 2.0% 1.2% -4.2% 3.1%
2010 8.3% 3.0% -0.9% 6.9% -0.8%
2009 27.9% -2.6% 15.3% 12.1% 1.6%
2008 -13.0% -0.2% -2.1% -6.5% -4.8%
2007 6.1% 2.0% -0.4% 3.6% 0.9%
2006 6.3% 1.4% -1.4% 2.9% 3.2%
2005 2.3% -1.5% 2.0% 1.6% 0.3%
2004 11.8% 1.8% -3.3% 6.0% 7.1%
2003 21.5% 5.5% 7.0% 2.8% 4.8%
2002 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Singapore
  9. Spain
  10. Switzerland
  11. Taiwan
  12. United Kingdom

Fund Info

  • Launch date30/08/2002
  • Share Class size39Mn
  • Base currencyUSD
  • ISIN IE0031618964

Purchase Info

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

Charges

  • Initial investment1.1

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