Legg Mason Brandywine Global Opportunistic Fixed Income

Investment Objective

The Fund seeks to maximise total return, consisting of capital appreciation and income, by investing at least two-thirds of its Net Asset Value in debt securities that are listed or traded anywhere in the world, including Emerging Market Countries. At least 65% of the Fund’s Net Asset Value will be invested in debt securities with an Investment Grade credit quality rating. The manager follows a value approach to investing and will concentrate investments in undervalued markets that the manager believes will provide the best opportunity for declining interest rates and a return to lower real rates over time.

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*All returns are per annum, after fees and before taxes. Data updated at 1:05pm 22 December 2024 (NZT)

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