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Thornburg Global Opportunities Fund;I

Ranked 3224 out of 3355 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 Fund seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world.

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

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 3224/3355 Total Return
  • Rank 1953/3355 Standard Deviation
  • Rank 2972/3355 Max Drawdown
Fund Name Currency Loss
2970 H & A Aktien Global B Dis USD

-17.1%

2971 NB -Trading R USD

-17.1%

2972 Thornburg Global Opportunities Fund;I USD

-17.1%

2972 Lysander Canso Equity Series A USD

-17.1%

2974 Mansartis Ternativ I USD

-17.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5% 0.7% -0.9%
2017 22.0% 7.2% 6.6% 3.7% 2.9%
2016 4.0% -2.2% -5.3% 6.2% 5.7%
2015 1.5% 6.7% 0.3% -9.4% 4.6%
2014 18.9% 4.0% 9.6% -1.9% 6.3%
2013 28.8% 8.0% 0.3% 9.5% 8.5%
2012 22.2% 13.1% -8.9% 12.4% 5.5%
2011 -7.3% 6.5% 3.8% -21.5% 6.9%
2010 15.9% 9.2% -11.9% 9.2% 10.3%
2009 46.7% -14.2% 36.3% 21.5% 3.3%
2008 -47.9% -10.4% -0.9% -19.9% -26.7%
2007 32.5% 8.0% 14.6% 9.6% -2.3%
2006 16.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/07/2006
  • Share Class size1,048Mn
  • Base currencyUSD
  • ISIN US8852153274

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment100

Charges

  • Annual management0.79%

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