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Legg Mason WA Global Multi Strat A Dis D USD

Ranked 66 out of 151 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 at least BBB 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 2.2% 1.6%
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 size40Mn
  • Base currencyUSD
  • ISIN IE0031618964

Purchase Info

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

Charges

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